Sst Benefits Consulting & Insurance Services, Inc. (El Dorado Hills)
Sst Benefits Consulting & Insurance Services, Inc. is a large advisory firm based in El Dorado Hills. It manages $3.26 billion of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of California.
Sst Benefits Consulting & Insurance Services provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Sst Benefits Consulting & Insurance Services: assets under management
The assets under management (AUM) of Sst Benefits Consulting & Insurance Services, Inc. is $3.26 billion. The company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in investment and business development companies the most. They account for 100% of the total AUM.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Sst Benefits Consulting & Insurance Services, Inc. for their services and products based on hourly charges and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Nicholas Dominic Dellavedova serves?
The only and largest group of clients of Nicholas Dominic Dellavedova is state or municipal government entities with 13 clients and $3.26 billion of assets under management. Among the 11 most similar advisory firms, Sst Benefits Consulting & Insurance Services has the highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $3.26 billion for 13 clients. None of the firm’s clients are foreign persons or businesses.
Sst Benefits Consulting & Insurance Services doesn't advise any private funds.
Careers at Sst Benefits Consulting & Insurance Services, Inc.
The company employs 6 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Nicholas Dominic Dellavedova has been acting as President since 1 Sep 2016. Jeffrey Scott Elvander has served as the Chief Investment Officer since 1 Sep 2016. Llc Nfp Ultimate Holdings joined the executive team most recently as the Owner.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 7 indirect owners.Based in El Dorado Hills
The principal office where Sst Benefits Consulting & Insurance Services, Inc. performs its advisory services is located at 4364 Town Center Blvd., El Dorado Hills, CA 95762, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 916-270-2020 or by fax 949-460-9893. The normal business hours are 9:00 - 4:00 on Monday - Friday. You can find more information about the New York firm at sstbenefits.com.
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