SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC

8300 Mills Civic Parkway
West Des Moines, Iowa 50266
Tel: 515-221-4879

About SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC

SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC, formally registered with the SEC as SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC. The firm was established in 06/13/2022. They have over 1 offices throughout the country.

SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC is a West Des Moines, Iowa based Financial Planning firm with nearly $11,358,738,764 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	321109
SEC#	801-125868
Assets Managed by Firm	$11,358,738,764
No. of Clients	8
No. of Advisors	15

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	8	$11,358,738,764
Corporations or other businesses	6	$13,781,380

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