SST BENEFITS CONSULTING & INSURANCE SERVICES, LLC
Legal name: SST BENEFITS CONSULTING
CRD #288129 SEC #801-110377 ALISO VIEJO, CA 949.460.9898
SEC Registered
Total AUM
$280.4M
Discretionary
$0
Employees
2
Clients
0
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $280.4M | $0 | $280.4M | 2 | 0 |
| Nov 2025 | $280.4M | $0 | $280.4M | 2 | 0 |
| Nov 2025 | $280.4M | $0 | $280.4M | 2 | 0 |
| Mar 2025 | $280.4M | $0 | $280.4M | 2 | 0 |
| Mar 2025 | $280.4M | $0 | $280.4M | 2 | 0 |
| May 2024 | $1.9B | $0 | $1.9B | 3 | 0 |
| May 2024 | $1.9B | $0 | $1.9B | 3 | 0 |
| Mar 2024 | $1.9B | $0 | $1.9B | 3 | 0 |
| Mar 2023 | $2.1B | $0 | $2.1B | 3 | 0 |
| Mar 2022 | $2.5B | $0 | $2.5B | 5 | 0 |
| Mar 2021 | $5.2B | $5.2B | $0 | 5 | 0 |
| Sep 2020 | $5.5B | $5.5B | $0 | 5 | 0 |
| Apr 2020 | $5.5B | $5.5B | $0 | 5 | 0 |
| Oct 2019 | $3.3B | $0 | $3.3B | 6 | 0 |
| Mar 2019 | $3.3B | $0 | $3.3B | 6 | 0 |
| Aug 2018 | $6.4B | $0 | $6.4B | 6 | 0 |
| Mar 2018 | $6.4B | $0 | $6.4B | 6 | 0 |
| Oct 2017 | $5.8B | $0 | $5.8B | 11 | 0 |
| Apr 2017 | $5.8B | $0 | $5.8B | 11 | 26 |
| Apr 2017 | $5.8B | $0 | $5.8B | 11 | 26 |
DateNov 2025
Total AUM$280.4M
Discretionary$0
Non-Disc.$280.4M
Employees2
Clients0
DateNov 2025
Total AUM$280.4M
Discretionary$0
Non-Disc.$280.4M
Employees2
Clients0
DateNov 2025
Total AUM$280.4M
Discretionary$0
Non-Disc.$280.4M
Employees2
Clients0
DateMar 2025
Total AUM$280.4M
Discretionary$0
Non-Disc.$280.4M
Employees2
Clients0
DateMar 2025
Total AUM$280.4M
Discretionary$0
Non-Disc.$280.4M
Employees2
Clients0
DateMay 2024
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees3
Clients0
DateMay 2024
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees3
Clients0
DateMar 2024
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees3
Clients0
DateMar 2023
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees3
Clients0
DateMar 2022
Total AUM$2.5B
Discretionary$0
Non-Disc.$2.5B
Employees5
Clients0
DateMar 2021
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees5
Clients0
DateSep 2020
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees5
Clients0
DateApr 2020
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees5
Clients0
DateOct 2019
Total AUM$3.3B
Discretionary$0
Non-Disc.$3.3B
Employees6
Clients0
DateMar 2019
Total AUM$3.3B
Discretionary$0
Non-Disc.$3.3B
Employees6
Clients0
DateAug 2018
Total AUM$6.4B
Discretionary$0
Non-Disc.$6.4B
Employees6
Clients0
DateMar 2018
Total AUM$6.4B
Discretionary$0
Non-Disc.$6.4B
Employees6
Clients0
DateOct 2017
Total AUM$5.8B
Discretionary$0
Non-Disc.$5.8B
Employees11
Clients0
DateApr 2017
Total AUM$5.8B
Discretionary$0
Non-Disc.$5.8B
Employees11
Clients26
DateApr 2017
Total AUM$5.8B
Discretionary$0
Non-Disc.$5.8B
Employees11
Clients26