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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 $484,202,822 assets under management, offering retirement planning & investment advisory services to 441 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 133507 |
| SEC# | 801-63869 |
| Assets Managed by Firm | $484,202,822 |
| No. of Clients | 441 |
| No. of Advisors | 18 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 441 | $484,202,822 |
| Individuals (other than high net worth individuals) | 173 | $9,344,422 |
| High net worth individuals | 30 | $39,158,287 |
| Pension and profit sharing plans | 237 | $435,700,113 |
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