NESTEGGS RETIREMENT PLAN SERVICES, INC.
Legal name: NESTEGGS, INC.
CRD #133507 SEC #801-63869 JACKSONVILLE, FL 904-348-3131
SEC Registered
Total AUM
$724.7M
Discretionary
$661.4M
Employees
23
Clients
25
Accounts
608
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $724.7M | $661.4M | $63.3M | 23 | 1 |
| Jun 2024 | $484.2M | $433.5M | $50.7M | 18 | 0 |
| Jun 2024 | $484.2M | $433.5M | $50.7M | 18 | 0 |
| Mar 2024 | $484.2M | $433.5M | $50.7M | 18 | 0 |
| Dec 2023 | $339.9M | $293.8M | $46.1M | 17 | 0 |
| Mar 2023 | $339.9M | $293.8M | $46.1M | 17 | 0 |
| Mar 2022 | $378.5M | $330M | $48.5M | 14 | 0 |
| Mar 2021 | $276.7M | $236.4M | $40.2M | 15 | 0 |
| Jul 2020 | $249.5M | $214.2M | $35.3M | 13 | 0 |
| Jun 2020 | $249.5M | $214.2M | $35.3M | 13 | 0 |
| Mar 2020 | $249.5M | $214.2M | $35.3M | 13 | 0 |
| Mar 2019 | $223.5M | $213.1M | $10.4M | 14 | 0 |
| Mar 2019 | $223.5M | $213.1M | $10.4M | 14 | 0 |
| Nov 2018 | $251.8M | $241.3M | $10.6M | 14 | 0 |
| Nov 2018 | $251.8M | $241.3M | $10.6M | 14 | 0 |
| Sep 2018 | $251.8M | $241.3M | $10.6M | 14 | 0 |
| Mar 2018 | $251.8M | $241.3M | $10.6M | 14 | 0 |
| Sep 2017 | $229.9M | $219.7M | $10.2M | 14 | 300 |
| Mar 2017 | $229.9M | $219.7M | $10.2M | 15 | 300 |
| Jun 2016 | $210M | $198.2M | $11.8M | 13 | 100 |
| Mar 2016 | $210M | $198.2M | $11.8M | 13 | 100 |
| Apr 2015 | $219.3M | $208M | $11.4M | 9 | 26 |
| Mar 2015 | $219.3M | $208M | $11.4M | 9 | 26 |
| Jan 2014 | $207.5M | $207.5M | $0 | 9 | 26 |
| Mar 2013 | $168.2M | $168.2M | $0 | 10 | 26 |
| Mar 2012 | $140.8M | $140.8M | $0 | 6 | 26 |
| Mar 2009 | $63.6M | $63.6M | $0 | 10 | -- |
| Mar 2008 | $89.8M | $89.8M | $0 | 10 | -- |
| Mar 2007 | $73.5M | $73.5M | $0 | 10 | -- |
| Mar 2006 | $65M | $50M | $15M | 5 | -- |
| Jan 2005 | $36.3M | $36.3M | $0 | 5 | -- |
DateMar 2025
Total AUM$724.7M
Discretionary$661.4M
Non-Disc.$63.3M
Employees23
Clients1
DateJun 2024
Total AUM$484.2M
Discretionary$433.5M
Non-Disc.$50.7M
Employees18
Clients0
DateJun 2024
Total AUM$484.2M
Discretionary$433.5M
Non-Disc.$50.7M
Employees18
Clients0
DateMar 2024
Total AUM$484.2M
Discretionary$433.5M
Non-Disc.$50.7M
Employees18
Clients0
DateDec 2023
Total AUM$339.9M
Discretionary$293.8M
Non-Disc.$46.1M
Employees17
Clients0
DateMar 2023
Total AUM$339.9M
Discretionary$293.8M
Non-Disc.$46.1M
Employees17
Clients0
DateMar 2022
Total AUM$378.5M
Discretionary$330M
Non-Disc.$48.5M
Employees14
Clients0
DateMar 2021
Total AUM$276.7M
Discretionary$236.4M
Non-Disc.$40.2M
Employees15
Clients0
DateJul 2020
Total AUM$249.5M
Discretionary$214.2M
Non-Disc.$35.3M
Employees13
Clients0
DateJun 2020
Total AUM$249.5M
Discretionary$214.2M
Non-Disc.$35.3M
Employees13
Clients0
DateMar 2020
Total AUM$249.5M
Discretionary$214.2M
Non-Disc.$35.3M
Employees13
Clients0
DateMar 2019
Total AUM$223.5M
Discretionary$213.1M
Non-Disc.$10.4M
Employees14
Clients0
DateMar 2019
Total AUM$223.5M
Discretionary$213.1M
Non-Disc.$10.4M
Employees14
Clients0
DateNov 2018
Total AUM$251.8M
Discretionary$241.3M
Non-Disc.$10.6M
Employees14
Clients0
DateNov 2018
Total AUM$251.8M
Discretionary$241.3M
Non-Disc.$10.6M
Employees14
Clients0
DateSep 2018
Total AUM$251.8M
Discretionary$241.3M
Non-Disc.$10.6M
Employees14
Clients0
DateMar 2018
Total AUM$251.8M
Discretionary$241.3M
Non-Disc.$10.6M
Employees14
Clients0
DateSep 2017
Total AUM$229.9M
Discretionary$219.7M
Non-Disc.$10.2M
Employees14
Clients300
DateMar 2017
Total AUM$229.9M
Discretionary$219.7M
Non-Disc.$10.2M
Employees15
Clients300
DateJun 2016
Total AUM$210M
Discretionary$198.2M
Non-Disc.$11.8M
Employees13
Clients100
DateMar 2016
Total AUM$210M
Discretionary$198.2M
Non-Disc.$11.8M
Employees13
Clients100
DateApr 2015
Total AUM$219.3M
Discretionary$208M
Non-Disc.$11.4M
Employees9
Clients26
DateMar 2015
Total AUM$219.3M
Discretionary$208M
Non-Disc.$11.4M
Employees9
Clients26
DateJan 2014
Total AUM$207.5M
Discretionary$207.5M
Non-Disc.$0
Employees9
Clients26
DateMar 2013
Total AUM$168.2M
Discretionary$168.2M
Non-Disc.$0
Employees10
Clients26
DateMar 2012
Total AUM$140.8M
Discretionary$140.8M
Non-Disc.$0
Employees6
Clients26
DateMar 2009
Total AUM$63.6M
Discretionary$63.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$89.8M
Discretionary$89.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$73.5M
Discretionary$73.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$65M
Discretionary$50M
Non-Disc.$15M
Employees5
Clients--
DateJan 2005
Total AUM$36.3M
Discretionary$36.3M
Non-Disc.$0
Employees5
Clients--