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Building 2THE NESTEGG GROUP, INC.

Map pinLINCOLNWOOD, IL
Phone847-677-6378
NotebookSEC #801-67262
Total AUM
$331M
Employees
3
Clients
187

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6676 N. LINCOLN AVE.
2ND FLOOR
LINCOLNWOOD
IL 60712
United States
Operating Hours
9-5
Monday - Friday
Phone
847-677-6378

ReceiptFinancials

Total AUM
$331M
Accounts
746
Discretionary
$331M
Accounts
746
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
122
AUM
$44.1M
HNW Individual Clients
65
AUM
$286.9M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILMONHNYOHWI

HandshakeAffiliates

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

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