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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-14-1994
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 50 clients, or 50 clients per representative. That equates to $160.0K in reported AUM per client.
The profile lists 1 reported office location and 32 years in operation. The source data was last updated on July 12, 2019. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
CHARLES JOSEPH CONSENTINO III
President
- CRD
- #1739263
- Ownership
- 75% or more
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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
SMA allocation detail is available
Nestegg Financial has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.