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SASSER INVESTMENT MANAGEMENT, INC.

BERKELEY, CA · CRD 110886 · IAPD ↗ · sasserinvestments.com · 510-835-0960

$120.1MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
February 2026 — SASSER INVESTMENT MANAGEMENT, INC. moved its main office from OAKLAND, CA to BERKELEY, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
45
April 2024 — SASSER INVESTMENT MANAGEMENT, INC. reported RAUM down 27% ($137.9M -> $100.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.