Calamos Financial Services LLC

Broker-DealerFINRA MemberEst. 1987
Total AUM
Advisory reps
150
Avg account
$0

Firm details

Headquarters
Naperville, Illinois
CRD number
19850
Registered since
July 2, 1987

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 9
  • Michael Kassab

    Michael Kassab

    Chief Market StrategistCRD 4587937

  • John Campbell

    John Campbell

    Chief Wealth StrategistCRD 1066080

  • Andrew Konchan

    Andrew Konchan

    Chief Information OfficerCRD 4540434

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Contacts

3 of 141
  • Estelle Allaire

    Estelle Allaire

    Investment ConsultantCRD 8141199

  • Michael Foreman

    Data AnalystCRD 2898068

  • Remi Peyrot

    Remi Peyrot

    Senior Investment StrategistCRD 8209800

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth