Sasser Investment Management, Inc. (Oakland)

Name: Sasser Investment Management, Inc.
Address: 436 14 Th Street, Oakland, CA, 94612 2710
Telephone: 510-835-0960

Sasser Investment Management, Inc. is an adviser based in Oakland. It manages $33.16 million of regulatory assets for 143 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of California.

Sasser Investment Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sasser Investment Management: assets under management

The assets under management (AUM) of Sasser Investment Management, Inc. is $33.16 million. The firm's AUM has gone down by -48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25.67 million in discretionary accounts and $7.48 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $219.42 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $287.81 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sasser Investment Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Oakland

The principal office where Sasser Investment Management, Inc. performs its advisory services is located at 436 14 Th Street, Oakland, CA 94612 2710, 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 510-835-0960 or by fax 510-722-2266. The normal business hours are 7:00 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.sasserinvestments.com.

Sasser Investment Management, Inc. (Oakland)

Sasser Investment Management: assets under management

Fees & Commissions

Based in Oakland

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