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 registered as a limited liability company and has been SEC-registered since 1987. FINTRX classifies the firm as a capital allocator and identifies the owner type as a domestic entity and individual. The snapshot marks the firm as "Unclassified" for broader classification, and it is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The dataset does not detail the firm’s fee schedule, specific advisory activities, or the types of clients it serves. That absence of operational detail in the snapshot makes it unclear whether the entity functions primarily as an investment manager, a support/consulting vehicle, or operates under a different regulatory or business arrangement within a larger corporate structure.
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 9John Calamos Sr.
Founder, Chairman, and CIOCRD 38210

Michael Kassab
Chief Market StrategistCRD 4587937

John Koudounis
Chief Executive OfficerCRD 1878118
Contacts
3 of 143
Brent Pressentin
VP, Investment ConsultantCRD 5815130

Megan Cleary
Client Relationship ManagerCRD 5073583

Eileen Ward
Vice PresidentCRD 5166323
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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