The Nestegg Group

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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.

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Firm Information


Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Avg Advisor Years Registered 15
Percentage of Advisors Trusted 67%
Minimum Investment $200,000
Average Client Balance $876,018
Total AUM $171.7 million
Advisor / Client Ratio 1:66
Headquarters Lincolnwood, IL
SEC Filings View SEC IAPD CRD #118419
State(s) Registered AZ, CA, FL, IL, MO, NH, NY, OH

SEC data last verified 02/18/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.



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