Nest Egg
Nest Egg is an SEC-registered mass-market adviser in Conshohocken, PA with $131.7M assets under management (AUM, regulatory AUM), +30% over one year. See who owns Nest Egg: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 286024, SEC 801-108790, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $131.7M (2026-03-05)
- Firm type
- Mass-Market Adviser
- Location
- Conshohocken, PA
- Employees
- 14
- Clients
- 2,832
- CRD
- 286024
- Ownership
- CHURCH, MICHAEL, ALAN; LASTER, SANDRA; DURETTE, MICHAEL, JAMES; OCEANFIRST BANK; MILLER, ARDEN, DANIEL
How much AUM does Nest Egg have?
Nest Egg reported $131.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Nest Egg?
Disclosed owners and executives of Nest Egg include CHURCH, MICHAEL, ALAN, LASTER, SANDRA, DURETTE, MICHAEL, JAMES, OCEANFIRST BANK, MILLER, ARDEN, DANIEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.