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 an SEC-registered limited liability company first registered in 1987. The FINTRX snapshot classifies the firm as a capital allocator and lists its owner type as a domestic entity/individual. The record indicates the firm is not an active ESG investor and it is not designated as a multi-state adviser. The available data contains minimal detail about the firm’s client segments, fee arrangements, or specific advisory and business activities. Because those fields are blank in the snapshot, the firm’s investment strategies, target client profiles, and service lineup cannot be described from this source alone.

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 141
  • 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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