|
⚲
|
| Keyboard |
| Nesteggs Retirement Plan Services Inc
✚
|
|
|---|---|
| CRD # | 133507 |
| SEC # | 801-63869 |
| CIK # | |
| AUM | 911.3 M (2026-02-27) |
| Employees | 29 (31% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 904-348-3131 |
| Address | 10407 Centurion Parkway North Jacksonville, FL 32256 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 135 | 20.2 |
| (b) Individuals (high net worth individuals) | 38 | 95.9 |
| (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 | 443 | 795.2 |
| (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 | 759 | 911.3 |
| By Discretionary | ||
| Discretionary | 722 | 822.9 |
| Non-Discretionary | 37 | 88.4 |
| Total | 759 | 911.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 911.3 | |
| Total | 759 | 911.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
RMG Wealth Management LLC
✚
|
WI | 914.0 M |
|
Beverly Hills Private Wealth LLC
✚
|
CA | 912.2 M |
|
Guardian Financial Partners LLC
✚
|
CA | 911.9 M |
|
Trubee Wealth Advisors Inc
✚
|
NY | 911.5 M |
|
Claris Advisors LLC
✚
|
MO | 911.1 M |
|
Tiempo Capital Partners LLC
✚
|
FL | 911.0 M |
|
Syverson Strege & Company
✚
|
IA | 910.8 M |
|
Fonville Wealth Management LLC
✚
|
VA | 909.6 M |
|
Dean Investment Associates LLC
✚
|
OH | 909.3 M |
|
Gerald Baker Financial Group Llcdba Baker Financial Services
✚
|
TX | 909.3 M |