SASSER INVESTMENT MANAGEMENT, INC.

436 14th Street
Suite 805
Oakland, California 94612-2726
Tel: 510-835-0960

About SASSER INVESTMENT MANAGEMENT, INC.

SASSER INVESTMENT MANAGEMENT, INC, formally registered with the SEC as SASSER INVESTMENT MANAGEMENT, INC. The firm was established in 07/29/2021. They have over 1 offices throughout the country.

SASSER INVESTMENT MANAGEMENT, INC. is a Oakland, California based Financial Planning firm with nearly $100,258,697 assets under management, offering retirement planning & investment advisory services to 371 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110886
SEC#	801-121873
Assets Managed by Firm	$100,258,697
No. of Clients	371
No. of Advisors	3

Fee Structure

A percentage of AUM
Other (3RD PARTY COMPENSATION IS RECEIVED FOR TRUST DEED INVESTMENTS.)

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	371	$100,258,697
High net worth individuals	95	$100,258,697

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