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Last updated: February 18th, 2020. Data source: SEC filings.
The Nestegg Group, federally registered in 2006, is a Registered Investment Advisor (RIA) in 8 state(s) with a licensed staff of 3 advisors. The Nestegg Group manages $171.7 million and provides investment advisory services for 196 clients (1:66 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Not Ranked|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||15|
|Percentage of Advisors Trusted||67%|
|Average Client Balance||$876,018|
|Total AUM||$171.7 million|
|Advisor / Client Ratio||1:66|
|SEC Filings||View SEC IAPD CRD #118419|
|State(s) Registered||AZ, CA, FL, IL, MO, NH, NY, OH|