Sasser Investment Management Inc

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Assets, Funds, Holdings

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Sasser Investment Management Inc
CRD #110886
SEC #801-121873
CIK #
AUM $110.5 M (2025-05-23)
Employees 3 (67% Investors, 0% Brokers)
Phone510-835-0960
Address436 14th Street
Oakland, CA 94612-2726
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
15012090603002000200820172026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 89 110.5
(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 0 0.0
(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 117 110.5
By Discretionary
Discretionary 89 101.8
Non-Discretionary 28 8.7
Total 117 110.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 110.5
Total 117 110.5
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PA 0.1
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MA 0.1
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CGI Wealth Advisors Inc
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