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

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