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Home > Retirement Planners > illinois > lincolnwood > THE NESTEGG GROUP, INC.
THE NESTEGG GROUP, INC.
6676 N. Lincoln Ave.
2nd Floor
Lincolnwood, Illinois 60712
Tel: 847-677-6378
About THE NESTEGG GROUP, INC.
THE NESTEGG GROUP, INC, formally registered with the SEC as THE NESTEGG GROUP, INC. The firm was established in 11/16/2006. They have over 1 offices throughout the country.
THE NESTEGG GROUP, INC. is a Lincolnwood, Illinois based Financial Planning firm with nearly $231,344,399 assets under management, offering retirement planning & investment advisory services to 704 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 118419 |
| SEC# | 801-67262 |
| Assets Managed by Firm | $231,344,399 |
| No. of Clients | 704 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 704 | $231,344,399 |
| Individuals (other than high net worth individuals) | 145 | $45,268,255 |
| High net worth individuals | 58 | $186,076,144 |
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|---|---|---|---|
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