The Nestegg Group, Inc.
Firm details
- Headquarters
- Lincolnwood, Illinois
- CRD number
- 118419
- Registered since
- November 16, 2006
- Website
- www.thenestegggroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI86.68%
- Individuals13.32%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
The Nestegg Group, Inc. is an independent, SEC-registered registered investment adviser operating as a corporation and owner-managed. The firm focuses on portfolio management for individuals and small businesses and charges clients on a percentage-of-assets basis. It is not positioned as a capital allocator or multi-state adviser, does not self-identify as an active ESG investor, and does not provide pension consulting. The firm was recognized by investor.com as a "Top RIA Firms to Watch" in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Public Funds/Mutual Funds39%
- Cash & Cash Equivalents1%
Contacts
3 of 3
Jeffery Laske
Director of Investment ServicesCRD 4518284
Akiva Goodman
Investment Advisor RepresentativeCRD 6492837
Steven Goodman
PresidentCRD 2419649
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lincolnwood, IL
Cook
Location
Lincolnwood, IL
Headquartered in Lincolnwood, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 6676 N Lincoln Ave
- Time zone
- CT (UTC-6)
- Office locations
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