|
⚲
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| Nestegg Advisors Inc
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|
|
|---|---|
| CRD # | 125878 |
| SEC # | 801-127294 |
| CIK # | |
| AUM | $197.7 MM (2024-01-23) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Phone | 631-952-2700 |
| Address | 330 Motor Parkway Hauppauge, NY 11788 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 160 | 70.7 |
| (b) Individuals (high net worth individuals) | 70 | 127.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 563 | 197.7 |
| By Discretionary | ||
| Discretionary | 563 | 197.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 563 | 197.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 197.7 | |
| Total | 563 | 197.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Jlfranklin Wealth Planning LLC
✚
|
CA | 0.2 |
|
Golden Reserve Retirement LLC
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|
OH | 0.2 |
|
Apex Strategic Wealth LLC
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|
TN | 0.2 |
|
Luken Investment Analytics LLC
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|
TN | 0.2 |
|
Wealth Teams Alliance Inc
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|
CA | 0.2 |
|
Pento Portfolio Strategies LLC
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|
FL | 0.2 |
|
Dumaine Investments LLC
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|
LA | 0.2 |
|
Wealth Legacy Institute Inc
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|
CO | 0.2 |
|
Valuewealth Services LLC
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|
MD | 0.2 |
|
Treasure Coast Financial Planning Inc
✚
|
FL | 0.2 |