Overview
Assets Under Management: $911 million
Headquarters: JACKSONVILLE, FL
High-Net-Worth Clients: 38
Average Client Assets: $2.5 million
Frequently Asked Questions
NESTEGGS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #133507), NESTEGGS, INC. is subject to fiduciary duty under federal law.
NESTEGGS, INC. is headquartered in JACKSONVILLE, FL.
NESTEGGS, INC. serves 38 high-net-worth clients according to their SEC filing dated February 27, 2026. View client details ↓
According to their SEC Form ADV, NESTEGGS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
NESTEGGS, INC. manages $911 million in client assets according to their SEC filing dated February 27, 2026.
According to their SEC Form ADV, NESTEGGS, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 10.52%
Average Client Assets: $2.5 million
Total Client Accounts: 759
Discretionary Accounts: 722
Non-Discretionary Accounts: 37
Regulatory Filings
CRD Number: 133507
Filing ID: 2053796
Last Filing Date: 2026-02-27 09:29:31