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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-16-1998
- Office Locations
- 1
Office Locations
About THE Nestegg Group, Inc.
The Nestegg Group is an SEC-registered, independent RIA that builds and manages diversified investment portfolios for individuals and families navigating life and liquidity events—business owners, busy professionals, recent grads, inheritors, and those facing divorce or widowhood. The team emphasizes disciplined, anti-fad portfolio systems and firsthand due diligence, with client accounts primarily custodied at Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
STEVEN CHARLES GOODMAN
President
- CRD
- #2419649
- Ownership
- 75% or more
JEFFERY THOMAS LASKE
Chief Compliance Officer
- CRD
- #4518284
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $331,028,505 | $443,738 |
| Non-Discretionary | $0 | -- |
| Total | $331,028,505 | $443,738 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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