The Nestegg Group, Inc.
The Nestegg Group, Inc. is an SEC-registered wealth manager in Lincolnwood, IL with $331.0M assets under management (AUM, regulatory AUM), +23% over one year. See who owns The Nestegg Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 118419, SEC 801-67262, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $331.0M (2026-03-16)
- Firm type
- Wealth Manager
- Location
- Lincolnwood, IL
- Employees
- 3
- Clients
- 187
- CRD
- 118419
- Ownership
- GOODMAN, STEVEN, CHARLES; LASKE, JEFFERY, THOMAS; GOODMAN, AKIVA, R.
How much AUM does The Nestegg Group, Inc. have?
The Nestegg Group, Inc. reported $331.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns The Nestegg Group, Inc.?
Disclosed owners and executives of The Nestegg Group, Inc. include GOODMAN, STEVEN, CHARLES, LASKE, JEFFERY, THOMAS, GOODMAN, AKIVA, R.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.