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Building 2SASSER INVESTMENT MANAGEMENT, INC.

Map pinBERKELEY, CA
Phone510-835-0960
NotebookSEC #801-121873
Total AUM
$120.1M
Employees
3
Clients
119

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2907 CLAREMONT AVE
SUITE 220
BERKELEY
CA 94705-2410
United States
Operating Hours
7:00 AM - 4:00 PM
Monday - Friday
Phone
510-835-0960

ReceiptFinancials

Total AUM
$120.1M
Accounts
119
Discretionary
$113.3M
Accounts
91
Non-Discretionary
$6.8M
Accounts
28

ContactClients

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HNW Individual Clients
119
AUM
$120.1M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
3RD PARTY COMPENSATION IS RECEIVED FOR TRUST DEED INVESTMENTS.

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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