CRD: 110886
Sasser Investment Management, Inc.
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-1999
- Office Locations
- 1
Office Locations
About Sasser Investment Management, Inc.
Sasser Investment Management is a Berkeley, CA registered investment adviser providing discretionary asset management and financial planning, including tax planning, estate planning, business succession planning, and insurance planning. The firm emphasizes ETF-based portfolio construction and asset allocation, with additional use of mutual funds and fixed income, and may incorporate alternatives such as real estate, infrastructure, commodities, and cryptocurrency. Custody includes Charles Schwab and Interactive Brokers.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
THOMAS JOSEPH LONZO
DIRECTOR, Owner, Registered Representative
- CRD
- #1081012
- Ownership
- 50% but less than 75%
BRADLEY DAVID SASSER
Chief Compliance Officer, Owner, President
- CRD
- #1679157
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $113,295,830 | $1,245,009 |
| Non-Discretionary | $6,796,334 | $242,726 |
| Total | $120,092,164 | $1,009,178 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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