SASO, RICHARD ANTHONY
Legal name: RICHARD A. SASO INVESTMENT ADVISORY SERVICES
CRD #21242 SEC #801-56873 SAN RAMON, CA 925-275-9111
SEC Registered Broker-Dealer
Total AUM
$28.3M
Discretionary
$12.1M
Employees
5
Clients
26
Accounts
164
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2009 | $28.3M | $12.1M | $16.2M | 5 | -- |
| Mar 2008 | $37.7M | $14.2M | $23.4M | 5 | -- |
| Mar 2007 | $37M | $8.6M | $28.3M | 5 | -- |
| Mar 2006 | $31.6M | $3M | $28.6M | 5 | -- |
DateMar 2009
Total AUM$28.3M
Discretionary$12.1M
Non-Disc.$16.2M
Employees5
Clients--
DateMar 2008
Total AUM$37.7M
Discretionary$14.2M
Non-Disc.$23.4M
Employees5
Clients--
DateMar 2007
Total AUM$37M
Discretionary$8.6M
Non-Disc.$28.3M
Employees5
Clients--
DateMar 2006
Total AUM$31.6M
Discretionary$3M
Non-Disc.$28.6M
Employees5
Clients--