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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 23, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SASSER, BRADLEY, DAVID | I | PRESIDENT | E | Control |
| SASSER, BRADLEY, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SASSER, BRADLEY, DAVID | I | PRESIDENT | E | Control |
| SASSER, BRADLEY, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SASSER, BRADLEY, DAVID | I | PRESIDENT | E | Control |
| SASSER, BRADLEY, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SASSER, BRADLEY, DAVID | I | PRESIDENT | E | Control |
| SASSER, BRADLEY, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SASSER, BRADLEY, DAVID | I | PRESIDENT | E | Control |
| SASSER, BRADLEY, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SASSER, BRADLEY, DAVID | I | PRESIDENT | E | Control |
| SASSER, BRADLEY, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SASSER, BRADLEY, DAVID | I | PRESIDENT | E | Control |
| SASSER, BRADLEY, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SASSER, BRADLEY, DAVID | I | PRESIDENT | E | Control |
| SASSER, BRADLEY, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SASSER, BRADLEY, DAVID | I | PRESIDENT | E | Control |
| SASSER, BRADLEY, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SASSER, BRADLEY, DAVID | I | PRESIDENT | E | Control |
| SASSER, BRADLEY, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SASSER, BRADLEY, DAVID | I | PRESIDENT | E | Control |
| SASSER, BRADLEY, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SASSER, BRADLEY, DAVID | I | PRESIDENT | E | Control |
| SASSER, BRADLEY, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SASSER, BRADLEY, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SASSER, BRADLEY, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SASSER, BRADLEY, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SASSER, BRADLEY, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SASSER, BRADLEY, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SASSER, BRADLEY, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SASSER, BRADLEY, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LONZO, THOMAS, JOSEPH | I | OWNER | D | Control |
| LONZO, THOMAS, JOSEPH | I | OWNER | D | Control |
| LONZO, THOMAS, JOSEPH | I | DIRECTOR/OWNER | D | Control |
| LONZO, THOMAS, JOSEPH | I | DIRECTOR/OWNER | D | Control |
| LONZO, THOMAS, JOSEPH | I | DIRECTOR/OWNER | D | Control |
| LONZO, THOMAS, JOSEPH | I | DIRECTOR/OWNER | D | Control |
| LONZO, THOMAS, JOSEPH | I | DIRECTOR/OWNER | D | Control |
| PONTES, STEVEN, MICHAEL | I | DIRECTOR | D | Control |
| PONTES, STEVEN, MICHAEL | I | DIRECTOR | D | Control |
| SASSER, BRADLEY, DAVID | I | PRESIDENT | D | Control |
| SASSER, BRADLEY, DAVID | I | PRESIDENT | D | Control |
| SASSER, BRADLEY, DAVID | I | PRESIDENT | D | Control |
| SASSER, BRADLEY, DAVID | I | PRESIDENT | D | Control |
| SASSER, BRADLEY, DAVID | I | PRESIDENT/OWNER | D | Control |
| SASSER, BRADLEY, DAVID | I | PRESIDENT/OWNER | D | Control |
| SASSER, BRADLEY, DAVID | I | PRESIDENT/OWNER | D | Control |
| SASSER, BRADLEY, DAVID | I | PRESIDENT/OWNER | D | Control |
| SASSER, BRADLEY, DAVID | I | PRESIDENT/OWNER | D | Control |
Registrations
Federal
IA
May 23, 2025 REGISTERED
Notice Filings (2)
CA TX
Address
436 14TH STREETSUITE 805
OAKLAND, CA 94612-2726
United States
Phone: 510-835-0960