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Home > Retirement Planners > florida > jacksonville > NESTEGGS, INC.
NESTEGGS, INC.
10407 Centurion Parkway North
Suite 126
Jacksonville, Florida 32256
Tel: 904-348-3131
About NESTEGGS, INC.
NESTEGGS, INC, formally registered with the SEC as NESTEGGS, INC. The firm was established in 02/10/2005. They have over 1 offices throughout the country.
NESTEGGS, INC. is a Jacksonville, Florida based Financial Planning firm with nearly $339,860,561 assets under management, offering retirement planning & investment advisory services to 400 clients. The firm is staffed with 17 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 133507 |
| SEC# | 801-63869 |
| Assets Managed by Firm | $339,860,561 |
| No. of Clients | 400 |
| No. of Advisors | 17 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Portfolio Management for Individuals
- Pension Consulting Services
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 400 | $339,860,561 |
| Individuals (other than high net worth individuals) | 168 | $8,273,671 |
| High net worth individuals | 35 | $42,477,633 |
| Pension and profit sharing plans | 197 | $289,109,257 |
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