SST Benefits Consulting

RIASEC Registered
Total AUM
$524M
Discretionary
$0
0% of AUM
Avg account
$74.9M
Accounts
7
Employees
3
Advisory reps
9

Firm details

Headquarters
Aliso Viejo, California
CRD number
288129
Registered since
April 28, 2017
Fee structure
Hourly Charges, Fixed Fees
Client types
  • Pension & Profit Sharing Plans100%
Services
Pension Consulting

Firm profile

FINTRX

Overview

SST Benefits Consulting is a limited liability company that operates as an institutional registered investment adviser focused on pension consulting. The firm was registered with the SEC in 2017 and positions itself as a consultant to institutional clients rather than a discretionary asset manager — it reports no role as a capital allocator and its AUM is entirely non‑discretionary. Fee arrangements are consultant‑style (hourly and fixed fees). The firm identifies as an active ESG investor and lists pension consulting alongside advisory relationships with other investment advisers, trust companies and insurance companies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Aliso Viejo, CA

Orange

Location

Aliso Viejo, CA

Headquartered in Aliso Viejo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
120 Vantis Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth