Calamos Financial Services LLC
Firm details
- Headquarters
- Naperville, Illinois
- CRD number
- 19850
- Registered since
- July 2, 1987
- Website
- www.calamos.com
Firm profile
FINTRXOverview
Calamos Financial Services LLC is recorded as a limited liability company that first registered with the SEC in 1987. FINTRX classifies the firm as a capital allocator and notes its owner type as a domestic entity and individual. The dataset flags the firm as not an active ESG investor and not a multi-state adviser, and it is not listed as a pension consultant or a related adviser. The source file does not supply detail on the firm’s advisory offerings, target client segments, or investment process. That absence limits the ability to describe how the entity sources or structures investments beyond the “capital allocator” designation.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 9
Michael Kassab
Chief Market StrategistCRD 4587937

John Campbell
Chief Wealth StrategistCRD 1066080

Andrew Konchan
Chief Information OfficerCRD 4540434
Contacts
3 of 141
Estelle Allaire
Investment ConsultantCRD 8141199
Michael Foreman
Data AnalystCRD 2898068

Remi Peyrot
Senior Investment StrategistCRD 8209800
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Naperville, IL
Du Page
Location
Naperville, IL
Headquartered in Naperville, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Du Page
- Address
- 2020 Calamos Ct
- Time zone
- CT (UTC-6)
- Office locations
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