Sasser Investment Management, Inc.

Sasser Investment Management, Inc. (CRD# 110886) is a financial advisory firm headquartered in Oakland, CA. They manage $86,405,933 in 221 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    221
    ACCOUNTS
  • Average Account Value
    $390,977
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Sasser Investment Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Bradley D. Sasser
CRD#: 1679157
436 14th Street, Suite 805, Oakland, CA 94612
96
Wealthminder
score

Bradley Sasser (CRD# 1679157) is an Investment Advisor Representative working at Sasser Investment Management, Inc. in Oakland, CA and has over 23 years of experience in the finance industry.

2
Thomas J. Lonzo
CRD#: 1081012
436 14th Street, Suite 805, Oakland, CA 94612
93
Wealthminder
score

Thomas Lonzo (CRD# 1081012) is an Investment Advisor Representative working at Sasser Investment Management, Inc. in Oakland, CA and has over 30 years of experience in the finance industry.

3
Kenneth W. Moore
CRD#: 862969
Bend, OR
93
Wealthminder
score

Kenneth Moore (CRD# 862969) is an Investment Advisor Representative working at Sasser Investment Management, Inc. in Bend, OR and has over 17 years of experience in the finance industry.

4
Joseph P. Hall
CRD#: 5615996
Walnut Creek, CA
68
Wealthminder
score

Joseph Hall (CRD# 5615996) is an Investment Advisor Representative working at Sasser Investment Management, Inc. in Walnut Creek, CA and has over 9 years of experience in the finance industry.

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