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 an SEC-registered limited liability company that provides pension consulting and institutional advisory services. Registered in 2017, the firm operates as a non-discretionary consultant to institutional clients and bills on hourly and fixed-fee arrangements. SST identifies as an active ESG investor and lists relationships with other investment advisers, trust companies and insurance firms as part of its industry affiliations. The firm does not act as a capital allocator; its role centers on advising pension sponsors on investment strategy, manager selection and implementation rather than running discretionary portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

2 of 2
  • Michael Lamena

    Michael Lamena

    Chief Executive OfficerCRD 2797064

  • Brian Yu

    Brian Yu

    Chief Compliance OfficerCRD 5325544

Contacts

3 of 7
  • Michael Goss

    Michael Goss

    Managing PartnerCRD 2557044

  • Carl Nelson

    Carl Nelson

    Executive Vice PresidentCRD 2243802

  • Brett Ronald Schneider

    Brett Ronald Schneider

    Executive Vice PresidentCRD 5636953

Unlock 4 more contacts

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth