Nesteggs, Inc.
Firm details
- Headquarters
- Jacksonville, Florida
- CRD number
- 133507
- Registered since
- February 10, 2005
- Website
- nesteggs401k.com
- Custodians
- CHARLES SCHWAB & CO., INC., 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 and plan sponsors, and it lists pension consulting among its advisory services. Core offerings include financial planning and portfolio management for individuals/small businesses and for businesses or institutions. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not listed as a capital allocator.
Assets & Accounts
Investments & Alternatives
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 Funds94%
- Exchange Traded Equities4%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
Alexander Jenkins
Chief Revenue OfficerCRD 6998053
Blake Macklin
Chief Financial OfficerCRD 6751415
Contacts
3 of 9
Emina Palislamovic
Relationship ManagerCRD 5801316
Alison Hollaway
Office ManagerCRD 5558726
Nicholas Quinn
Plan AdvisorCRD 8152743
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
Similar firms
Augustine Asset Management Inc
RIAJacksonville, FL
Water Street Capital, Inc.
RIAJacksonville, FL
Sanchez Wealth Management Group, LLC
RIAJacksonville, FL
Jacksonville Wealth Management
RIAJacksonville, FL
ST. Johns Investment Management Company, LLC
RIAJacksonville, FL
Lynk Capital Management Company, LLC
RIAJacksonville, FL