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Sammons Financial Group Asset Management, LLC

● SEC registered since 2022CRD 321109SEC# 801-125868West des Moines, IA
Export (members)
Reg. AUM
$11M
Employees
15
Accounts
8
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 $11 million in regulatory assets under management and employs 15 people.

Sammons Financial Group Asset Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Brett Lee Agnew ControlGeneral CounselUnder 5%2022
Daniel Johnsten Snyder ControlChief Compliance OfficerUnder 5%2025
John David Melvin ControlPresident And Chief Investment OfficerUnder 5%2022
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Frequently asked questions

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

Sammons Financial Group Asset Management, LLC reports $11 million 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 15 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 hours5-Aug
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$11M
Non-discretionary$0
Total (RAUM)$11M