Overview
Assets Under Management: $229 million
Headquarters: HAUPPAUGE, NY
High-Net-Worth Clients: 78
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 78
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.85
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 597
Discretionary Accounts: 597
Regulatory Filings
CRD Number: 125878
Last Filing Date: 2025-02-12 00:00:00
Website: https://nesteggadvisors.net