THE NESTEGG GROUP, INC.
Total AUM
$331M
Employees
3Clients
187Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6676 N. LINCOLN AVE.
2ND FLOOR
LINCOLNWOOD
IL 60712
United States
2ND FLOOR
LINCOLNWOOD
IL 60712
United States
Operating Hours
9-5
Monday - Friday
Monday - Friday
Phone
847-677-6378
Financials
Total AUM
$331M
Accounts
746Discretionary
$331M
Accounts
746Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
122AUM
$44.1M
HNW Individual Clients
65AUM
$286.9M
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCAFLILMONHNYOHWI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.