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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| The Nestegg Group Inc
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|---|---|
| CRD # | 118419 |
| SEC # | 801-67262 |
| CIK # | |
| AUM | $268.6 M (2025-03-17) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 847-677-6378 |
| Address | 6676 N Lincoln Ave Lincolnwood, IL 60712 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 146 | 45.6 |
| (b) Individuals (high net worth individuals) | 54 | 223.0 |
| (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 | 742 | 268.6 |
| By Discretionary | ||
| Discretionary | 742 | 268.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 742 | 268.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 268.6 | |
| Total | 742 | 268.6 |
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|---|---|---|
|
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WA | 0.3 |
|
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FL | 0.3 |
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Truenorth Financial Services LLC
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|
Spreng Capital Management Inc
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OH | 0.3 |
|
Kovalcik & Geraghty Wealth Partners LLP
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|
OH | 0.3 |
|
Founder Family Financial LLC
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|
0.3 | |
|
Unconventional Investor LLC
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|
0.3 | |
|
Tradewell Securities LLC
✚
|
IN | 0.3 |