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NESTEGGS, INC.
NESTEGGS RETIREMENT PLAN SERVICES, INC.
CRD 133507 · SEC 801-63869
10407 CENTURION PARKWAY NORTH, SUITE 126, JACKSONVILLE, FL, 32256, United States
Phone
904-348-3131
Fax
904-348-3136
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$911.3M
Discretionary AUM
$822.9M
Team
29 total employees; 9 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 135 | $20.2M |
| High net worth individuals | 38 | $95.9M |
| Pension/profit sharing plans | 443 | $795.2M |
States served
CA, GA, IL, MA, NJ, NY, NC, OH, PA, SC, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD