NESTEGGS, INC.
Firm details
- Headquarters
- JACKSONVILLE, Florida
- CRD number
- 133507
- Registered since
- February 10, 2005
- Website
- nesteggs401k.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans87.26%
- HNWI10.52%
- Individuals2.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Nesteggs, Inc. is an independent registered investment adviser that has been SEC-registered since 2005 and is owned by an individual. The firm serves both individual and family clients as well as institutional accounts. Its advice and service set centers on financial planning and discretionary and non-discretionary portfolio management for individuals, small businesses, and larger business or institutional clients, and it provides pension consulting. Fee arrangements include asset-based fees, hourly charges, and fixed-fee engagements. The firm does not identify itself as an active ESG investor and is not described as a capital allocator in its filings.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities13%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2Alexander Jenkins
Chief Revenue OfficerCRD 6998053
Blake Macklin
Chief Financial OfficerCRD 6751415
Contacts
3 of 8ALISON HOLLAWAY
Office ManagerCRD 5558726
Nicholas Quinn
Plan AdvisorCRD 8152743
LANTZ MARTIN
Director of Financial PlanningCRD 6190251
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
JACKSONVILLE, FL
DUVAL
Location
JACKSONVILLE, FL
Headquartered in JACKSONVILLE, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- DUVAL
- Address
- 10407 Centurion Pkwy N
- Time zone
- ET (UTC-5)
- Office locations
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