Sammons Financial Group Asset Management, LLC

Overview

Sammons Financial Group Asset Management, LLC is an SEC-registered institutional RIA organized as an LLC and registered in 2022. The firm acts as a capital allocator for institutional clients, charging fees as a percentage of assets under management. Its advisory remit focuses on portfolio management for businesses and institutions and on selecting third-party advisers and managers. Sammons Financial Group Asset Management is not positioned as an active ESG investor and is not registered as a multi-state adviser or a pension consultant. The firm sits within a broader financial services network and maintains industry relationships that include a broker-dealer, another investment adviser, and an insurance company, reflecting a multi-faceted distribution and affiliate footprint.

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