WEST DES MOINES, IACRD 321109Latest ADV March 31, 2026
Sammons Financial Group Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Des Moines, IA. Its latest Form ADV filing, dated March 31, 2026, reports $122.0B in regulatory assets under management, 60 employees, 1 office, and 9 accounts.
Assets Under Management
$122.0B
Employees
60
Offices
1 office
Total Clients
9
Primary office
WEST DES MOINES, IA
8300 MILLS CIVIC PARKWAY, WEST DES MOINES, IA, United States
Top client segmentCorporations represent 77.8% of total clients.
Top client categories% of clientsClients
1
Corporations
77.8%
7
2
Insurance Cos.
22.2%
2
Categories with <5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$122.0Bas of March 31, 2026
Discretionary100.0%
$122.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$122.0B
Total Accounts9
10Y AUM Change+$122.0B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees60
Clients per Employee0:1
10Y Employee Change+50 (+500.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.