Overview
Assets Under Management: $231 million
Headquarters: LINCOLNWOOD, IL
High-Net-Worth Clients: 54
Average Client Assets: $4 million
Frequently Asked Questions
THE NESTEGG GROUP, 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 #118419), THE NESTEGG GROUP, INC. is subject to fiduciary duty under federal law.
THE NESTEGG GROUP, INC. is headquartered in LINCOLNWOOD, IL.
THE NESTEGG GROUP, INC. serves 54 high-net-worth clients according to their SEC filing dated March 15, 2024. View client details ↓
According to their SEC Form ADV, THE NESTEGG GROUP, INC. offers portfolio management for individuals. View all service details ↓
THE NESTEGG GROUP, INC. manages $231 million in client assets according to their SEC filing dated March 15, 2024.
According to their SEC Form ADV, THE NESTEGG GROUP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.04
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 704
Discretionary Accounts: 704
Regulatory Filings
CRD Number: 118419
Last Filing Date: 2024-03-15 00:00:00
Website: https://nestegg-group.com