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The Nestegg Group, Inc.

● SEC registered since 2006CRD 118419SEC# 801-67262Lincolnwood, IL
Export (members)
Reg. AUM
$268.6M
Employees
3
Accounts
742
Location
Lincolnwood, IL

The Nestegg Group, Inc. assets under management

The Nestegg Group, Inc. is a registered investment adviser overseen by the SEC based in Lincolnwood, IL. The firm has been registered since 2006. It reports $268.6 million in regulatory assets under management and employs 3 people.
www.thenestegggroup.comView on SEC.gov ↗

The Nestegg Group, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Akiva R. Goodman ControlRegistered Investment Adviser5-10%2015
Jeffery Thomas Laske ControlChief Compliance Officer10-25%2006
Steven Charles Goodman ControlPresidentOver 75%1993

Frequently asked questions

How much does The Nestegg Group, Inc. manage?

The Nestegg Group, Inc. reports $268.6 million in regulatory assets under management on its Form ADV.

How many employees does The Nestegg Group, Inc. have?

The Nestegg Group, Inc. reports 3 employees.

Where is The Nestegg Group, Inc. located?

The Nestegg Group, Inc. is based in Lincolnwood, IL and has been SEC-registered since 2006.

Does The Nestegg Group, Inc. disclose fund performance?

The Nestegg Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6676 N. Lincoln Ave., 2nd Floor, Lincolnwood, IL 60712
Phone847-677-6378
Fax847-677-3550
Office hours5-Sep
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$268.6M
Non-discretionary$0
Total (RAUM)$268.6M