Ciccarelli Advisory Services, Inc.
Overview
Ciccarelli Advisory Services, Inc. is a family office based in Naples, Florida, offering comprehensive wealth management and financial planning solutions. The firm provides services such as investment advisory, estate planning, and tax strategy for families, individuals, and business owners. With over 25 years in the Naples community, Ciccarelli Advisory Services has built a reputation for personalized financial guidance. The firm's investment strategy focuses on a diversified portfolio, including fixed income, private equity, real estate, and venture capital. They cater to various stages of investment, from seed funding to buyouts and distressed assets. Their geographical focus is primarily within the United States, serving clients across multiple industries, including financial services, healthcare, technology, and consumer goods. Ciccarelli Advisory Services has a track record of managing substantial assets, with over $1.4 billion under management across more than 3,500 accounts. Their investment philosophy emphasizes a client-centric approach, tailoring strategies to individual needs and goals. The firm is committed to providing high-quality service and has been recognized in the industry for its achievements and contributions to the financial planning sector.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Ciccarelli Advisory Services, Inc.
What sectors does Ciccarelli Advisory Services, Inc. invest in?
Ciccarelli Advisory Services, Inc. invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Naples, United States. Ciccarelli Advisory Services, Inc. is listed as a family office in the ConnectSafely investor database.
What stage does Ciccarelli Advisory Services, Inc. invest at?
Ciccarelli Advisory Services, Inc. backs companies at Seed, Early Stage, Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does Ciccarelli Advisory Services, Inc. invest in?
Ciccarelli Advisory Services, Inc. invests across United States.
Who are the partners at Ciccarelli Advisory Services, Inc.?
Team members listed for Ciccarelli Advisory Services, Inc. include Geral Smith (Office of Supervisory Jurisdiction/Director of Administration) and Paul Ciccarelli (Financial Advisor & Vice President).
What companies has Ciccarelli Advisory Services, Inc. invested in?
Ciccarelli Advisory Services, Inc.'s portfolio includes AgriTech Solutions, TeleCom Networks, Power Utilities, EduTech Systems, Media Group, Green Energy Co., Retail Ventures and Smart Retailers.
How do I contact Ciccarelli Advisory Services, Inc.?
Ciccarelli Advisory Services, Inc.'s contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
