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NESTYIELD ETFS
NEST EGG ETFS, LLC
CRD 332971 · SEC 801-131316
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
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 3 | $185.0M |
| Other investment advisers | 1 | $332.3M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD