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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on March 18, 2017
    • $662.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 437
      Accounts
    • $1.5M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

4

name start date
Charles Anthony Scavone
August 2017
Daniel Alan Parker
July 2018
Michael James Durette
October 2011
Michael Alan Church
February 2016

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Nest Egg IAR $2,461,115

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Michael Alan Church Ceo August, 2007 75% or more
      Sandra Laster Chief Compliance Officer April, 2009 less than 5%
      Michael James Durette Executive Vice President September, 2011 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees
        • Performance-Based Fees