Sammons Financial Group Asset Management, LLC
West Des Moines, IA·SEC-registered · CRD #321109
Sammons Financial Group Asset Management, LLC is an SEC-registered investment advisory firm in West Des Moines, IA managing $122B across 9 client accounts, with 5 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$122B
Client accounts
9
Advisory staff
5
Fee model
Fee-only
How Sammons Financial Group Asset Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Sammons Financial Group Asset Management, LLC
How much does Sammons Financial Group Asset Management, LLC manage?
Per its most recent SEC Form ADV filing (03/31/2026), Sammons Financial Group Asset Management, LLC reports $122B in regulatory assets under management across roughly 9 client accounts.
How does Sammons Financial Group Asset Management, LLC charge?
Sammons Financial Group Asset Management, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Sammons Financial Group Asset Management, LLC a fiduciary?
Yes. Sammons Financial Group Asset Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #321109), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Sammons Financial Group Asset Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Sammons Financial Group Asset Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in West Des Moines, IA
Profile compiled from Sammons Financial Group Asset Management, LLC's public SEC Form ADV filing (CRD #321109, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Sammons Financial Group Asset Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Sammons Financial Group Asset Management, LLC? Claim this profile.