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- Custodian
- Apex ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Zenith prime
- Established Date
- 01-03-2017
- Office Locations
- 2
Office Locations
About Nest EGG
Nest Egg is an RIA serving retail and institutional clients with financial planning, portfolio construction, retirement plan and insurance solutions, with an ETF-centric approach (about 91% of SMA assets in ETFs). The firm has been recognized by Newsweek and USA Today as a top advisory firm, and custody includes Charles Schwab and Apex.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL ALAN CHURCH
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4936122
- Ownership
- 50% but less than 75%
ARDEN DANIEL MILLER
President
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
Unlock allContacts
STEVEN RICHARD BENJAMIN
Chief Compliance Officer, EVP, PARTNER
- CRD
- #4845229
Jason Daniel Berkson
--
- CRD
- #7186985
Unison quantum
Zenith bridge beacon
- CRD
- #49788
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $131,701,940 | $46,505 |
| Non-Discretionary | $0 | -- |
| Total | $131,701,940 | $46,505 |
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Separately Managed Accounts
Total SMA Asset: $131,701,940
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,371,778,082 | 23.6% |
| Other | $3,237,628,778 | 55.7% |
| Cash | $1,203,212,131 | 20.7% |
| Total | $5,812,618,991 | 100.0% |