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SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC

WEST DES MOINES, IA · CRD 321109 · IAPD ↗ · 515-221-4879

$122.05BRegulatory AUM
5Advisory reps
60Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

45
December 2025 — SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
April 2025 — SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC reported RAUM up 866% ($11.36B -> $109.76B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
74
April 2024 — SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC reported RAUM up 74% ($6.51B -> $11.36B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.