SASSER INVESTMENT MANAGEMENT, INC.
CRD #110886 SEC #801-121873 OAKLAND, CA 510-835-0960
SEC Registered
Total AUM
$110.5M
Discretionary
$101.8M
Employees
3
Clients
--
Accounts
117
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $110.5M | $101.8M | $8.7M | 3 | 0 |
| May 2025 | $110.5M | $101.8M | $8.7M | 3 | 0 |
| Apr 2024 | $100.3M | $90.8M | $9.5M | 3 | 0 |
| May 2023 | $137.9M | $103.8M | $34M | 3 | 0 |
| Mar 2023 | $137.9M | $103.8M | $34M | 3 | 0 |
| Apr 2022 | $147.4M | $116.8M | $30.6M | 3 | 0 |
| Jun 2021 | $135.7M | $112.7M | $23M | 3 | 0 |
| Aug 2012 | $33.2M | $25.7M | $7.5M | 1 | 26 |
| Jun 2012 | $33.8M | $25.4M | $8.5M | 1 | 26 |
| Apr 2012 | $33.8M | $25.4M | $8.5M | 1 | 26 |
| Apr 2011 | $40M | $28M | $12M | 5 | -- |
| Mar 2011 | $29.1M | $21.4M | $7.8M | 5 | -- |
| Apr 2010 | $29.1M | $21.4M | $7.8M | 5 | -- |
| Mar 2009 | $37.3M | $25.3M | $12.1M | 5 | -- |
| Mar 2009 | $62.7M | $37.3M | $25.4M | 5 | -- |
| Mar 2008 | $62.7M | $37.3M | $25.4M | 5 | -- |
| Mar 2007 | $64M | $40M | $24M | 5 | -- |
| Dec 2005 | $59M | $31.3M | $27.7M | 5 | -- |
| Sep 2005 | $59M | $31.3M | $27.7M | 5 | -- |
| Apr 2004 | $50.7M | $27.2M | $23.6M | 5 | -- |
| May 2002 | $51M | $39.3M | $11.7M | 5 | -- |
DateMay 2025
Total AUM$110.5M
Discretionary$101.8M
Non-Disc.$8.7M
Employees3
Clients0
DateMay 2025
Total AUM$110.5M
Discretionary$101.8M
Non-Disc.$8.7M
Employees3
Clients0
DateApr 2024
Total AUM$100.3M
Discretionary$90.8M
Non-Disc.$9.5M
Employees3
Clients0
DateMay 2023
Total AUM$137.9M
Discretionary$103.8M
Non-Disc.$34M
Employees3
Clients0
DateMar 2023
Total AUM$137.9M
Discretionary$103.8M
Non-Disc.$34M
Employees3
Clients0
DateApr 2022
Total AUM$147.4M
Discretionary$116.8M
Non-Disc.$30.6M
Employees3
Clients0
DateJun 2021
Total AUM$135.7M
Discretionary$112.7M
Non-Disc.$23M
Employees3
Clients0
DateAug 2012
Total AUM$33.2M
Discretionary$25.7M
Non-Disc.$7.5M
Employees1
Clients26
DateJun 2012
Total AUM$33.8M
Discretionary$25.4M
Non-Disc.$8.5M
Employees1
Clients26
DateApr 2012
Total AUM$33.8M
Discretionary$25.4M
Non-Disc.$8.5M
Employees1
Clients26
DateApr 2011
Total AUM$40M
Discretionary$28M
Non-Disc.$12M
Employees5
Clients--
DateMar 2011
Total AUM$29.1M
Discretionary$21.4M
Non-Disc.$7.8M
Employees5
Clients--
DateApr 2010
Total AUM$29.1M
Discretionary$21.4M
Non-Disc.$7.8M
Employees5
Clients--
DateMar 2009
Total AUM$37.3M
Discretionary$25.3M
Non-Disc.$12.1M
Employees5
Clients--
DateMar 2009
Total AUM$62.7M
Discretionary$37.3M
Non-Disc.$25.4M
Employees5
Clients--
DateMar 2008
Total AUM$62.7M
Discretionary$37.3M
Non-Disc.$25.4M
Employees5
Clients--
DateMar 2007
Total AUM$64M
Discretionary$40M
Non-Disc.$24M
Employees5
Clients--
DateDec 2005
Total AUM$59M
Discretionary$31.3M
Non-Disc.$27.7M
Employees5
Clients--
DateSep 2005
Total AUM$59M
Discretionary$31.3M
Non-Disc.$27.7M
Employees5
Clients--
DateApr 2004
Total AUM$50.7M
Discretionary$27.2M
Non-Disc.$23.6M
Employees5
Clients--
DateMay 2002
Total AUM$51M
Discretionary$39.3M
Non-Disc.$11.7M
Employees5
Clients--