Falists
← Back to search

NESTYIELD ETFS

NEST EGG ETFS, LLC

CRD 332971 · SEC 801-131316

Visit website

8141 2ND STREET, SUITE 305, DOWNEY, CA, 90241, United States

Phone

866-475-5050

Fax

562-862-9673

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$517.3M

Discretionary AUM

$517.3M

Team

3 total employees; 2 advisory reps

Clients

Fees

Percentage of AUM; Commissions

Org form

Limited Liability Company

Filing date

2026-03-23

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (investment companies)

Client types

TypeClientsAUM
Investment companies3$185.0M
Other investment advisers1$332.3M

States served

CA

All web addresses on file

Official SEC filing: View on IAPD