|
⚲
|
| Keyboard |
| The Nestegg Group Inc
✚
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|
|---|---|
| CRD # | 118419 |
| SEC # | 801-67262 |
| CIK # | |
| AUM | 331.0 M (2026-03-16) |
| 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) | 122 | 44.1 |
| (b) Individuals (high net worth individuals) | 65 | 286.9 |
| (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 | 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 | 746 | 331.0 |
| By Discretionary | ||
| Discretionary | 746 | 331.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 746 | 331.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 331.0 | |
| Total | 746 | 331.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
|
Curry Webb Wealth Management LLC
✚
|
IN | 332.4 M |
|
The Hogan-Knotts Financial Group Inc
✚
|
NJ | 331.6 M |
|
BBJS Financial Advisors LLC
✚
|
WA | 331.5 M |
|
Elios Financial Group Inc
✚
|
OH | 331.5 M |
|
The McHugh Group LLC
✚
|
331.3 M | |
|
Yoder Wealth Management Inc
✚
|
CA | 331.2 M |
|
Lynch Asset Management Inc
✚
|
330.6 M | |
|
Dustin Blodgett Insight Capital LLC
✚
|
CA | 330.5 M |
|
Dependable Alternative Investments LLC
✚
|
CA | 329.6 M |
|
NVNG Investments Inc
✚
|
MI | 329.5 M |