NEST EGG FINANCIAL ADVISORS

NEST EGG FINANCIAL ADVISORS is an SEC-registered investment adviser (CRD 297602). Regulatory assets under management: $37.2M.

Registration

• CRD: 297602
• Type: Registered investment adviser
• Phone: 775-413-0468
• Latest filing: 2026-02-18
• Regulatory AUM: $37.2M
• Discretionary AUM: $35.7M
• Non-discretionary AUM: $1.5M
• Clients: 2
• Accounts: 109

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297602 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search