Institutional
    SEC Registered

    Sammons Financial Group Asset Management, LLC

    Registered investment advisor · West Des Moines, Iowa · CRD #321109

    Assets Under Management
    $122B
    Client Accounts
    9
    Employees
    60
    CRD Number
    321109
    Registration
    SEC Registered
    Custodian
    Citibank N.a.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Sammons Financial Group Asset Management, LLC

    Sammons Financial Group (SFG) is a prominent financial services company based in West Des Moines, Iowa. As a subsidiary of Sammons Enterprises, Inc., SFG specializes in retirement products, annuities, life insurance, and related financial solutions for both individual and institutional clients. The company has a rich history dating back to 1938 and operates as a 100% employee-owned entity, emphasizing long-term stability and strong financial performance. SFG offers a wide range of financial pro

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Sammons Financial Group Asset Management, LLC

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    Frequently Asked Questions

    What is Sammons Financial Group Asset Management, LLC's AUM?

    Sammons Financial Group Asset Management, LLC reports approximately $122B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Sammons Financial Group Asset Management, LLC headquartered?

    Sammons Financial Group Asset Management, LLC is headquartered in West Des Moines, Iowa.

    What is Sammons Financial Group Asset Management, LLC's CRD number?

    Sammons Financial Group Asset Management, LLC's CRD number is 321109. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Sammons Financial Group Asset Management, LLC manage?

    Sammons Financial Group Asset Management, LLC manages approximately 9 client accounts according to its latest SEC filing.

    Is Sammons Financial Group Asset Management, LLC SEC registered?

    Yes, Sammons Financial Group Asset Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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