The Nestegg Group, Inc.
● SEC registered since 2006CRD 118419SEC# 801-67262Lincolnwood, IL
Reg. AUM
$331M
Employees
3
Accounts
746
Location
Lincolnwood, IL
The Nestegg Group, Inc. assets under management
The Nestegg Group, Inc. is a registered investment adviser overseen by the SEC based in Lincolnwood, IL. The firm has been registered since 2006. It reports $331 million in regulatory assets under management and employs 3 people.
The Nestegg Group, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Akiva R. Goodman Control | Registered Investment Adviser | 5-10% | 2015 |
| Jeffery Thomas Laske Control | Chief Compliance Officer | 10-25% | 2006 |
| Steven Charles Goodman Control | President | Over 75% | 1993 |
Frequently asked questions
How much does The Nestegg Group, Inc. manage?
The Nestegg Group, Inc. reports $331 million in regulatory assets under management on its Form ADV.
How many employees does The Nestegg Group, Inc. have?
The Nestegg Group, Inc. reports 3 employees.
Where is The Nestegg Group, Inc. located?
The Nestegg Group, Inc. is based in Lincolnwood, IL and has been SEC-registered since 2006.
Does The Nestegg Group, Inc. disclose fund performance?
The Nestegg Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6676 N. Lincoln Ave., 2nd Floor, Lincolnwood, IL 60712 |
| Phone | 847-677-6378 |
| Fax | 847-677-3550 |
| Office hours | 9-5 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$331M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$331Mregulatory AUM
Discretionary $331M