Overview
Assets Under Management: $231 million
Headquarters: LINCOLNWOOD, IL
High-Net-Worth Clients: 54
Average Client Assets: $4 million
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