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Building 2SST BENEFITS CONSULTING

Map pinALISO VIEJO, CA
Phone949.460.9898
NotebookSEC #801-110377
Total AUM
$524.1M
Employees
3
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
120 VANTIS
SUITE 400
ALISO VIEJO
CA 92656
United States
Operating Hours
8:30 - 4:30
Monday - Friday
Phone
949.460.9898

ReceiptFinancials

Total AUM
$524.1M
Accounts
7
Discretionary
$0
Accounts
0
Non-Discretionary
$524.1M
Accounts
7

ContactClients

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Pension/Profit Sharing Plan Clients
5
AUM
$524.1M

Briefcase businessServices

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Services Offered
Pension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 12 business affiliates.
Claimed Affiliates
Reported as an affiliate by 11 other businesses.

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