SST BENEFITS CONSULTING

RIASEC RegisteredEst. 2017
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 small, institutionally focused advisory firm that specializes in pension consulting and related institutional advisory services. The firm operates as a limited liability company and has been SEC-registered since 2017. Its business model is advisory and consultative rather than a traditional discretionary money manager: it provides pension consulting services to a handful of institutional clients and charges for advice on an hourly or fixed-fee basis. SST Benefits Consulting identifies as an active ESG investor and lists affiliations with other investment advisers, trust companies and insurance companies, signaling that it works alongside custodians and product providers rather than acting as a large-scale allocator itself. Investment activity centers on recommending and implementing pooled public investments — primarily public funds and mutual funds — to meet the asset allocation and liability-management needs of pension clients. As a pension consultant, the firm’s manager-selection focus will typically emphasize manager structure, fees, liquidity profile and alignment with a plan’s long-term liabilities. Given its institutional client base, SST Benefits Consulting’s allocations and manager decisions are likely geared toward risk management, diversification and plan-level objectives rather than retail-style model portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

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

Owners & executives

2 of 2
  • MICHAEL LAMENA

    Chief Executive OfficerCRD 2797064

  • BRIAN YU

    Chief Compliance OfficerCRD 5325544

Contacts

3 of 7
  • MICHAEL GOSS

    Managing PartnerCRD 2557044

  • CARL NELSON

    Executive Vice PresidentCRD 2243802

  • BRETT RONALD SCHNEIDER

    Executive Vice PresidentCRD 5636953

Unlock 4 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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