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| Happy Holidays!! thanks for using AUM13F!! |
| Sammons Financial Group Asset Management LLC
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|---|---|
| CRD # | 321109 |
| SEC # | 801-125868 |
| CIK # | |
| AUM | $109.8 B (2025-04-28) |
| Employees | 15 (40% Investors, 7% Brokers) |
| Phone | 515-221-4879 |
| Address | 8300 Mills Civic Parkway West Des Moines, IA 50266 |
| Source | [IAPD] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 108.9 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 8 | 109.8 |
| By Discretionary | ||
| Discretionary | 8 | 109.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8 | 109.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 109.2 | |
| Total | 8 | 109.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Schroder Investment Management North America Inc
✚
|
NY | 138.6 |
|
NEPC LLC
✚
|
MA | 137.3 |
|
Franklin Templeton Private Portfolio Group LLC
✚
|
NY | 125.9 |
|
NFP Retirement Inc
✚
|
CA | 118.0 |
|
Icici Prudential Asset Management Company Limited
✚
|
113.2 | |
|
Aperio Group LLC
✚
|
CA | 111.4 |
|
Invesco Asset Management Ltd
✚
|
111.4 | |
|
Income Research Management
✚
|
MA | 109.0 |
|
Natixis Advisors LLC
✚
|
MA | 85.2 |
|
Putnam Investment Management LLC
✚
|
MA | 85.2 |