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Building 2NESTEGG ADVISORS, INC.

Map pinHAUPPAUGE, NY
Phone631-952-2700
NotebookSEC #801-127294
Total AUM
$272.7M
Employees
5
Clients
237

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
330 MOTOR PARKWAY
HAUPPAUGE
NY 11788
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
631-952-2700
Other Offices
2

ReceiptFinancials

Total AUM
$272.7M
Accounts
630
Discretionary
$272.7M
Accounts
630
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
135
AUM
$55.1M
HNW Individual Clients
102
AUM
$217.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CHARGE FEES FOR EDUCATIONAL COURSES AND SEMINARS

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHNY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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