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NEST EGG
NEST INVESTMENTS LLC
CRD 286024 · SEC 801-108790
20 ASH STREET, SUITE 300, CONSHOHOCKEN, PA, 19428, United States
Phone
888-345-2163
Fax
267-573-3111
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$131.7M
Discretionary AUM
$131.7M
Team
14 total employees; 9 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2819 | $130.4M |
| Charitable organizations | 6 | $1000K |
| Corporations/business entities | 7 | $316K |
States served
CO, DE, IL, IN, IA, KY, NJ, NY, PA, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD