N
$8.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
32 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-14-1994
- Office Locations
- 1
Office Locations
-- North Attleboro MA
About Nestegg Financial
NestEgg Financial is a Massachusetts-based retail RIA led by President Charles J. Consentino III, providing financial planning and insurance/annuity guidance for individuals. Investment implementation centers on ETF-focused SMA portfolios alongside cash, with additional use of mutual funds and real estate exposure as appropriate.
Team overview
-- AVG AGE
$8.0M AVG AUM / ADVISOR
$160.0K AVG AUM / CLIENT
21.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age
Insights
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Asset Classes
Legacy
Investment Themes
Legacy north
Investment Vehicles
Value vector
Services
Vital Element Ridge quantum
Owner & Executives
C
CHARLES JOSEPH CONSENTINO III
President
- CRD
- #1739263
- Ownership
- 75% or more
(439) 816-2118
eagle.crest@northcapital.com
in linkedin.com/in/fusion-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $8,000,000 | -- |
| Total | $8,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,000,000
Equity - Exchange:
56.4% Cash:
43.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,233,809,587 | 56.4% |
| Cash | $3,272,945,000 | 43.6% |
| Total | $7,506,754,587 | 100.0% |