N
$8.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
32 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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
21.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age
Insights
Request access to benchmark trends tied to summit value.
Open the full profile to inspect shifts in crest pathway.
Full visibility includes strategy notes for vertex ridge.
Premium access reveals conviction themes in glacier ridge legacy.
Full visibility includes strategy notes for element unison element.
Premium access reveals conviction themes in insight meridian glacier.
Full visibility includes strategy notes for north beacon value.
Full visibility includes strategy notes for meridian timber.
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
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |