|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Nesteggs Retirement Plan Services Inc
✚
|
|
|---|---|
| CRD # | 133507 |
| SEC # | 801-63869 |
| CIK # | |
| AUM | $724.7 M (2025-03-25) |
| Employees | 23 (35% Investors, 0% Brokers) |
| Phone | 904-348-3131 |
| Address | 10407 Centurion Parkway North Jacksonville, FL 32256 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 118 | 24.6 |
| (b) Individuals (high net worth individuals) | 36 | 59.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 356 | 640.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 608 | 724.7 |
| By Discretionary | ||
| Discretionary | 576 | 661.4 |
| Non-Discretionary | 32 | 63.3 |
| Total | 608 | 724.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 724.7 | |
| Total | 608 | 724.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Roof Eidam Maycock Peralta LLC
✚
|
CA | 0.7 |
|
Goehring & Rozencwajg Associates LLC
✚
|
NY | 0.7 |
|
Torray Investment Partners LLC
✚
|
MD | 0.7 |
|
Trubee Wealth Advisors Inc
✚
|
NY | 0.7 |
|
Park Place Capital Corporation
✚
|
AL | 0.7 |
|
Atlas Wealth LLC
✚
|
OH | 0.7 |
|
AssetBuilder Inc
✚
|
TX | 0.7 |
|
Second Line Capital LLC
✚
|
LA | 0.7 |
|
New World Advisors LLC
✚
|
MA | 0.7 |
|
Harfst and Associates Inc
✚
|
WY | 0.7 |