← Back to searchVisit website
THE NESTEGG GROUP, INC.
CRD 118419 · SEC 801-67262
6676 N. LINCOLN AVE., 2ND FLOOR, LINCOLNWOOD, IL, 60712, United States
Phone
847-677-6378
Fax
847-677-3550
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$331.0M
Discretionary AUM
$331.0M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-16
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 122 | $44.1M |
| High net worth individuals | 65 | $286.9M |
States served
AZ, CA, IL, NY, OH, WI, MO, NH, FL
All web addresses on file
Official SEC filing: View on IAPD