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NEST EGG
20 Ash Street
Suite 300
Conshohocken, Pennsylvania 19428
Tel: 888-345-2163
About NEST EGG
NEST EGG, formally registered with the SEC as NEST EGG. The firm was established in 01/03/2017. They have over 1 offices throughout the country.
NEST EGG is a Conshohocken, Pennsylvania based Financial Planning firm with nearly $74,147,389 assets under management, offering retirement planning & investment advisory services to 2262 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 286024 |
| SEC# | 801-108790 |
| Assets Managed by Firm | $74,147,389 |
| No. of Clients | 2262 |
| No. of Advisors | 12 |
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 | 2262 | $74,147,389 |
| Individuals (other than high net worth individuals) | 2248 | $72,661,548 |
| Charitable organizations | 6 | $435,582 |
| Corporations or other businesses | 8 | $1,050,259 |
More Retirement Planning firms in Conshohocken, Pennsylvania:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
| $194,796,322,013 | 93301 | 411 | |
| $190,960,333,268 | 377 | 657 |
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