Sammons Financial Group Asset Management, LLC
● SEC registered since 2022CRD 321109SEC# 801-125868West des Moines, IA
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Lee Agnew Control | General Counsel | Under 5% | 2022 |
| Daniel Edward Edsen Control | Chief Financial Officer | Under 5% | 2025 |
| Daniel Johnsten Snyder Control | Chief Compliance Officer | Under 5% | 2025 |
| Sammons Financial Group Control | Owner | Over 75% | 2022 |
| Sergi G Turabelidze Control | Chief Investment Officer | Under 5% | 2026 |
| Consolidated Investment Services, Inc. Control | Shareholder | Over 75% | 1990 |
| Greatbanc Trust Company, Trustee Control | Shareholder | Over 75% | 2010 |
| Sammons Corporation Control | Shareholder | Over 75% | 2024 |
| Sammons Enterprises, Inc. Control | Shareholder | Over 75% | 2024 |
| SEI Employee Stock Ownership Trust Control | Shareholder | Over 75% | 2010 |
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
| Address | 8300 Mills Civic Parkway, West des Moines, IA 50266 |
| Phone | 515-221-4879 |
| Office hours | 8-5 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$122.05B▲ 974%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 1%
Larger than 99% of 16,306 advisers
EmployeesTop 11%
More than 89% of 16,824 advisers
Assets under management
$122.05Bregulatory AUM
Discretionary $122.05B