| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Ronald Schneider Control | Director | Under 5% | 2009 |
| Brian J Yu Control | Chief Compliance Officer | Under 5% | 2023 |
| Edward George O'Malley Control | Director | Under 5% | 2015 |
Sst Benefits Consulting & Insurance Services, Inc. reports $280.4 million in regulatory assets under management on its Form ADV.
Sst Benefits Consulting & Insurance Services, Inc. reports 2 employees.
Sst Benefits Consulting & Insurance Services, Inc. is based in Aliso Viejo, CA and has been SEC-registered since 2017.
Sst Benefits Consulting & Insurance Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 120 Vantis, Suite 400, Aliso Viejo, CA 92656 |
| Phone | 949.460.9898 |
| Fax | 949.460.9893 |
| Office hours | 9:00 - 4:00 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $280.4M |
| Total (RAUM) | $280.4M |