Nestegg Advisors, Inc.
NestEgg Advisors, Inc. is a registered investment advisory firm headquartered in Hauppauge, NY, United States. The firm provides financial planning and wealth management solutions to individuals, families, pension and profit sharing plans, and business entities. NestEgg Advisors aims to offer unbiased advice and personalized strategies tailored to clients' life ambitions, including retirement, education, and other financial milestones. The firm is known for its attentive client relationships and is led by certified financial planners. The exact employee count is not specified but the firm appears to be boutique-sized, serving primarily retail clients and some institutional accounts.
Investment Strategy
NestEgg Advisors, Inc. focuses on comprehensive financial planning and wealth management, designing investment strategies based on each client's individual goals. The firm prioritizes unbiased advice and tailors portfolios to ensure long-term growth, retirement readiness, and risk management. Their approach includes addressing pressing financial concerns, planning for milestones such as retirement, and constructing diversified investment portfolios to meet the evolving needs of clients. Securities transactions are offered through their broker-dealer partner, as part of their full spectrum wealth management service.
Top Holdings
Equity Positions (45)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWF | ISHARES TR | 18.89% | $19.6M | 46,214 | $401.74 | $424.58 | +$3.1M |
I IWD | ISHARES TR | 14.31% | $14.9M | 76,527 | $185.18 | $194.23 | +$550.6K |
I IJR | ISHARES TR | 10.99% | $11.4M | 104,430 | $115.19 | $109.29 | +$543.2K |
I IBDV | ISHARES TR | 8.81% | $9.2M | 416,429 | $21.58 | $21.98 | +$1.0M |
R RDVY | FIRST TR EXCHANGE TRADED FD | 6.15% | $6.4M | 101,806 | $59.26 | $62.74 | +$673.7K |