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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| SST Benefits Consulting & Insurance Services Inc
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|---|---|
| CRD # | 288129 |
| SEC # | 801-110377 |
| CIK # | |
| AUM | $280.4 M (2025-03-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 949-460-9898 |
| Address | 120 Vantis Aliso Viejo, CA 92656 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 4 | 0.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 0.3 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 4 | 0.3 |
| Total | 4 | 0.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.3 | |
| Total | 4 | 0.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hmount Asset Management HK Limited
✚
|
0.3 | |
|
Stoneridge Investment Partners LLC
✚
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PA | 0.3 |
|
Priderock Fund Management Partners LLC
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FL | 0.3 |
|
Trilinc Advisors LLC
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CA | 0.3 |
|
Matthew 25 Management Corp
✚
|
PA | 0.3 |
|
Yon Drake & Associates Inc
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|
SC | 0.3 |
|
Carriage Services Investment Advisors Inc
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|
TX | 0.3 |
|
CIC LLC
✚
|
FL | 0.3 |
|
Corinthia Management US LLC
✚
|
NY | 0.3 |
|
Illumen Capital Management LLC
✚
|
CA | 0.3 |