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| Sammons Financial Group Asset Management LLC
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|---|---|
| CRD # | 321109 |
| SEC # | 801-125868 |
| CIK # | |
| AUM | 122.05 B (2026-03-31) |
| Employees | 60 (8% Investors, 12% Brokers) |
| Phone | 515-221-4879 |
| Address | 8300 Mills Civic Parkway West Des Moines, IA 50266 |
| Source | [IAPD] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 120.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 9 | 122.0 |
| By Discretionary | ||
| Discretionary | 9 | 122.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9 | 122.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 121.3 | |
| Total | 9 | 122.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
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PA | 152.07 B |
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Lincoln Financial Investments Corporation
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|
Blackstone Credit BDC Advisors LLC
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