THE NESTEGG GROUP, INC.
CRD #118419 SEC #801-67262 LINCOLNWOOD, IL 847-677-6378
SEC Registered
Total AUM
$268.6M
Discretionary
$268.6M
Employees
3
Clients
--
Accounts
742
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $268.6M | $268.6M | $0 | 3 | 0 |
| Mar 2024 | $231.3M | $231.3M | $0 | 3 | 0 |
| Mar 2023 | $221.9M | $221.9M | $0 | 3 | 0 |
| Mar 2022 | $248.8M | $248.8M | $0 | 3 | 0 |
| Mar 2021 | $205.5M | $205.5M | $0 | 3 | 0 |
| Jun 2020 | $164.6M | $164.6M | $0 | 3 | 0 |
| Mar 2020 | $164.6M | $164.6M | $0 | 3 | 0 |
| Mar 2019 | $171.7M | $171.7M | $0 | 3 | 0 |
| Mar 2018 | $177.4M | $177.4M | $0 | 3 | 0 |
| Jun 2017 | $153.1M | $153.1M | $0 | 3 | 200 |
| Mar 2017 | $153.1M | $153.1M | $0 | 3 | 200 |
| Mar 2016 | $147.5M | $147.5M | $0 | 3 | 200 |
| Mar 2015 | $157.6M | $157.6M | $0 | 2 | 200 |
| Mar 2014 | $149.3M | $149.3M | $0 | 2 | 200 |
| Mar 2013 | $124.8M | $124.8M | $0 | 2 | 200 |
| Feb 2013 | $124.8M | $124.8M | $0 | 2 | 200 |
| Aug 2012 | $107.4M | $107.4M | $0 | 1 | 200 |
| Mar 2012 | $107.4M | $107.4M | $0 | 1 | 200 |
| Mar 2008 | $123.5M | $123.5M | $0 | 5 | -- |
| Jan 2008 | $123.5M | $123.5M | $0 | 5 | -- |
| Jan 2008 | $123.5M | $123.5M | $0 | 5 | -- |
| Mar 2007 | $114.5M | $114.5M | $0 | 5 | -- |
| Feb 2007 | $114.5M | $114.5M | $0 | 5 | -- |
DateMar 2025
Total AUM$268.6M
Discretionary$268.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$231.3M
Discretionary$231.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$221.9M
Discretionary$221.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$248.8M
Discretionary$248.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$205.5M
Discretionary$205.5M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$164.6M
Discretionary$164.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$164.6M
Discretionary$164.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$171.7M
Discretionary$171.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$177.4M
Discretionary$177.4M
Non-Disc.$0
Employees3
Clients0
DateJun 2017
Total AUM$153.1M
Discretionary$153.1M
Non-Disc.$0
Employees3
Clients200
DateMar 2017
Total AUM$153.1M
Discretionary$153.1M
Non-Disc.$0
Employees3
Clients200
DateMar 2016
Total AUM$147.5M
Discretionary$147.5M
Non-Disc.$0
Employees3
Clients200
DateMar 2015
Total AUM$157.6M
Discretionary$157.6M
Non-Disc.$0
Employees2
Clients200
DateMar 2014
Total AUM$149.3M
Discretionary$149.3M
Non-Disc.$0
Employees2
Clients200
DateMar 2013
Total AUM$124.8M
Discretionary$124.8M
Non-Disc.$0
Employees2
Clients200
DateFeb 2013
Total AUM$124.8M
Discretionary$124.8M
Non-Disc.$0
Employees2
Clients200
DateAug 2012
Total AUM$107.4M
Discretionary$107.4M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$107.4M
Discretionary$107.4M
Non-Disc.$0
Employees1
Clients200
DateMar 2008
Total AUM$123.5M
Discretionary$123.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$123.5M
Discretionary$123.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$123.5M
Discretionary$123.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$114.5M
Discretionary$114.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$114.5M
Discretionary$114.5M
Non-Disc.$0
Employees5
Clients--