SASSER INVESTMENT MANAGEMENT, INC.

CRD 110886 · SEC 801-121873

2907 CLAREMONT AVE, SUITE 220, BERKELEY, CA, 94705-2410, United States

Phone

510-835-0960

Fax

510-722-2266

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$120.1M

Discretionary AUM

$113.3M

Team

3 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM; 3RD PARTY COMPENSATION IS RECEIVED FOR TRUST DEED INVESTMENTS.

Org form

Corporation

Filing date

2026-04-01

Disciplinary history

Services

Portfolio management (individuals)

Type	Clients	AUM
High net worth individuals	119	$120.1M

Official SEC filing: View on IAPD