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SST BENEFITS CONSULTING
SST BENEFITS CONSULTING & INSURANCE SERVICES, LLC
CRD 288129 · SEC 801-110377
120 VANTIS, SUITE 400, ALISO VIEJO, CA, 92656, United States
Phone
949.460.9898
Fax
949.460.9893
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$524.1M
Discretionary AUM
$0
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Pension/profit sharing plans | 5 | $524.1M |
States served
CA
Official SEC filing: View on IAPD