SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC
CRD #321109 SEC #801-125868 WEST DES MOINES, IA 515-221-4879
SEC Registered
Total AUM
$109.8B
Discretionary
$109.8B
Employees
15
Clients
1
Accounts
8
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 14, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AGNEW, BRETT, LEE | I | GENERAL COUNSEL | NA | Control |
| AGNEW, BRETT, LEE | I | GENERAL COUNSEL | NA | Control |
| AGNEW, BRETT, LEE | I | GENERAL COUNSEL | NA | Control |
| AGNEW, BRETT, LEE | I | GENERAL COUNSEL | NA | Control |
| AGNEW, BRETT, LEE | I | GENERAL COUNSEL | NA | Control |
| AGNEW, BRETT, LEE | I | GENERAL COUNSEL | NA | Control |
| AGNEW, BRETT, LEE | I | GENERAL COUNSEL | NA | Control |
| AGNEW, BRETT, LEE | I | GENERAL COUNSEL | NA | Control |
| AGNEW, BRETT, LEE | I | GENERAL COUNSEL | NA | Control |
| AGNEW, BRETT, LEE | I | GENERAL COUNSEL | NA | Control |
| AGNEW, BRETT, LEE | I | GENERAL COUNSEL | NA | Control |
| AGNEW, BRETT, LEE | I | GENERAL COUNSEL | NA | Control |
| AGNEW, BRETT, LEE | I | GENERAL COUNSEL | NA | Control |
| DAMMAN, EMILY, MARLENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAMMAN, EMILY, MARLENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAMMAN, EMILY, MARLENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAMMAN, EMILY, MARLENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAMMAN, EMILY, MARLENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAMMAN, EMILY, MARLENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAMMAN, EMILY, MARLENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DAMMAN, EMILY, MARLENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDSEN, DANIEL, EDWARD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| EDSEN, DANIEL, EDWARD | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Ellis, Adora, Marie | I | INTERIM CHIEF INVESTMENT OFFICER | NA | Control |
| Ellis, Adora, Marie | I | INTERIM CHIEF INVESTMENT OFFICER | NA | Control |
| MELVIN, JOHN, DAVID | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| MELVIN, JOHN, DAVID | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| MELVIN, JOHN, DAVID | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| MELVIN, JOHN, DAVID | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| MELVIN, JOHN, DAVID | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| MELVIN, JOHN, DAVID | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| MELVIN, JOHN, DAVID | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| MELVIN, JOHN, DAVID | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| MELVIN, JOHN, DAVID | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| MELVIN, JOHN, DAVID | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| MELVIN, JOHN, DAVID | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| Nayima, Nicole, Nicolino | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Snyder, Daniel, Johnsten | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Snyder, Daniel, Johnsten | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Snyder, Daniel, Johnsten | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Snyder, Daniel, Johnsten | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SAMMONS FINANCIAL GROUP | DE | OWNER | E | Control |
| SAMMONS FINANCIAL GROUP | DE | OWNER | E | Control |
| SAMMONS FINANCIAL GROUP | DE | OWNER | E | Control |
| SAMMONS FINANCIAL GROUP | DE | OWNER | E | Control |
| SAMMONS FINANCIAL GROUP | DE | OWNER | E | Control |
| SAMMONS FINANCIAL GROUP | DE | OWNER | E | Control |
| SAMMONS FINANCIAL GROUP | DE | OWNER | E | Control |
| SAMMONS FINANCIAL GROUP | DE | OWNER | E | Control |
| SAMMONS FINANCIAL GROUP | DE | OWNER | E | Control |
| SAMMONS FINANCIAL GROUP | DE | OWNER | E | Control |
| SAMMONS FINANCIAL GROUP | DE | OWNER | E | Control |
| SAMMONS FINANCIAL GROUP | DE | OWNER | E | Control |
| SAMMONS FINANCIAL GROUP | DE | OWNER | E | Control |
Registrations
Federal
IA
Oct 14, 2025 REGISTERED
Notice Filings (2)
DE IA
Address
8300 MILLS CIVIC PARKWAYWEST DES MOINES, IA 50266
United States
Phone: 515-221-4879