|
⚲
|
| Nest EGG ETFS LLC
✚
|
|
|---|---|
| CRD # | 332971 |
| SEC # | 801-131316 |
| CIK # | 0002107661 |
| AUM | $517.3 M (2026-03-23) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Phone | 866-475-5050 |
| Address | 8141 2nd Street Downey, CA 90241 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 185.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 332.3 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,033 | 517.3 |
| By Discretionary | ||
| Discretionary | 3,033 | 517.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,033 | 517.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 517.3 | |
| Total | 3,033 | 517.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0002107661] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Dean Jacobson Financial Services LLC
✚
|
TX | 0.5 |
|
NorthStar Financial Companies Inc
✚
|
PA | 0.5 |
|
Independent Wealth Network Inc
✚
|
IA | 0.5 |
|
Parkshore Wealth Management
✚
|
CA | 0.5 |
|
BGM Wealth Partners LLC
✚
|
MN | 0.5 |
|
Alliance Wealth Management Group LLC
✚
|
NJ | 0.5 |
|
Fiat Wealth Management LLC
✚
|
MN | 0.5 |
|
Chelsea Counsel Company
✚
|
CA | 0.5 |
|
Medallion Wealth Advisors LLC
✚
|
CT | 0.5 |
|
Financial Network Wealth Advisors LLC
✚
|
UT | 0.5 |