| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley David Sasser Control | Chief Compliance Officer | Over 75% | 2005 |
| Bradley David Sasser Control | President/Owner | 50-75% | 1999 |
| Thomas Joseph Lonzo Control | Director/Owner | 50-75% | 2015 |
Sasser Investment Management, Inc. reports $110.5 million in regulatory assets under management on its Form ADV.
Sasser Investment Management, Inc. reports 3 employees.
Sasser Investment Management, Inc. is based in Oakland, CA and has been SEC-registered since 2021.
Sasser Investment Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 436 14th Street, Suite 805, Oakland, CA 94612-2726 |
| Phone | 510-835-0960 |
| Fax | 510-722-2266 |
| Office hours | 7:00 a.m. - 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $101.8M |
| Non-discretionary | $8.7M |
| Total (RAUM) | $110.5M |