Calamos Financial Services LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
151
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 organized as a limited liability company and identifies as a capital allocator. Ownership is listed as a mix of a domestic entity and an individual, and the firm’s internal classification is recorded as unclassified. The firm does not report itself as an active ESG investor and is not designated as a multi-state adviser, nor is it described as newly formed, a pension consultant, or a related adviser to another registered entity.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 9
  • John Calamos Sr.

    John Calamos Sr.

    Founder, Chairman, and CIOCRD 38210

  • Michael Kassab

    Michael Kassab

    Chief Market StrategistCRD 4587937

  • John Koudounis

    John Koudounis

    Chief Executive OfficerCRD 1878118

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Contacts

3 of 142
  • Brent Pressentin

    Brent Pressentin

    VP, Investment ConsultantCRD 5815130

  • Megan Cleary

    Megan Cleary

    Client Relationship ManagerCRD 5073583

  • Eileen Ward

    Eileen Ward

    Vice PresidentCRD 5166323

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Wealth teams

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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