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Building 2NESTEGGS, INC.

Map pinJACKSONVILLE, FL
Phone904-348-3131
NotebookSEC #801-63869
Total AUM
$911.3M
Employees
29
Clients
616

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10407 CENTURION PARKWAY NORTH
SUITE 126
JACKSONVILLE
FL 32256
United States
Operating Hours
7:00 AM - 4:00 PM
Monday - Friday
Phone
904-348-3131

ReceiptFinancials

Total AUM
$911.3M
Accounts
759
Discretionary
$822.9M
Accounts
722
Non-Discretionary
$88.4M
Accounts
37

ContactClients

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Individual Clients
135
AUM
$20.2M
HNW Individual Clients
38
AUM
$95.9M
Pension/Profit Sharing Plan Clients
443
AUM
$795.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLGAILMANCNHNJNYOHPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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