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SASSER INVESTMENT MANAGEMENT, INC.
CRD 110886File 801-121873
APPROVED
Retail clients
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$120.1M
Bottom 25% of cohort (national)
Discretionary AUM
$113.3M
Non-discretionary $6.8M
Clients
119
119 accounts
Employees
3
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 29, 2021
- Principal office
- 2907 CLAREMONT AVE, SUITE 220, BERKELEY, CA, 94705-2410
- Phone
- 510-835-0960
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $120.1M
- Discretionary AUM
- $113.3M
- Non-discretionary AUM
- $6.8M
- Discretionary accounts
- 91
- Non-discretionary accounts
- 28
- Total accounts
- 119
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 119 | $120.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — 3RD PARTY COMPENSATION IS RECEIVED FOR TRUST DEED INVESTMENTS.
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.