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Sammons Financial Group Asset Management, LLC

● SEC registered since 2022CRD 321109SEC# 801-125868West des Moines, IA
Export (members)
Reg. AUM
$122.05B
Employees
60
Accounts
9
Location
West des Moines, IA

Sammons Financial Group Asset Management, LLC assets under management

Sammons Financial Group Asset Management, LLC is an investment advisory firm registered with the SEC based in West des Moines, IA. The firm has been registered since 2022. It reports $122 billion in regulatory assets under management and employs 60 people.

Sammons Financial Group Asset Management, LLC owners & executives

10 reported
NameTitleOwnershipSince
Brett Lee Agnew ControlGeneral CounselUnder 5%2022
Daniel Edward Edsen ControlChief Financial OfficerUnder 5%2025
Daniel Johnsten Snyder ControlChief Compliance OfficerUnder 5%2025
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Frequently asked questions

How much does Sammons Financial Group Asset Management, LLC manage?

Sammons Financial Group Asset Management, LLC reports $122 billion in regulatory assets under management on its Form ADV.

How many employees does Sammons Financial Group Asset Management, LLC have?

Sammons Financial Group Asset Management, LLC reports 60 employees.

Where is Sammons Financial Group Asset Management, LLC located?

Sammons Financial Group Asset Management, LLC is based in West des Moines, IA and has been SEC-registered since 2022.

Does Sammons Financial Group Asset Management, LLC disclose fund performance?

Sammons Financial Group Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8300 Mills Civic Parkway, West des Moines, IA 50266
Phone515-221-4879
Office hours8-5
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$122.05B▲ 974%
Jan '25 — $11.36BFeb '25 — $11.36BMar '25 — $11MApr '25 — $11MMay '25 — $11MJun '25 — $11MJul '25 — $11MAug '25 — $11MSep '25 — $11MOct '25 — $109.76BNov '25 — $109.76BDec '25 — $109.76BJan '26 — $109.76BFeb '26 — $109.76BMar '26 — $122.05BApr '26 — $122.05BMay '26 — $122.05BJun '26 — $122.05B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 1%
Larger than 99% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers

Assets under management

$122.05Bregulatory AUM
Discretionary $122.05B