CALAMAR FINANCIAL GROUP, LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
AMHERST, New York
CRD number
283992
Registered since
December 23, 2016

Firm profile

FINTRX

Overview

Calamar Financial Group, LLC is organized as a limited liability company and is registered with the SEC; its registration first appears in 2016. Ownership is recorded as a combination of a domestic entity and an individual. The firm is classified in the dataset as "unclassified," which indicates it has not been assigned a more specific advisory type in the available records. Available disclosures are sparse. The firm is not identified as a capital allocator, is not listed as an active ESG investor, and is not flagged as a multi-state adviser, a pension consultant, or a related adviser. Public-facing details about client segments, fee schedules, specific advisory activities, investment process, AUM, account counts, and public holdings are not provided in the source material, limiting the ability to profile product mix or portfolio posture beyond the registration and operational flags above.

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • FRANK INGRAHAM

    Chief Compliance OfficerCRD 2918519

Contacts

3 of 9
  • DONALD MARICLE

    PresidentCRD 319831

  • MARK THOMPSON

    DirectorCRD 4019316

  • RODRIGO BARCO

    Registered RepresentativeCRD 6934739

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AMHERST, NY

ERIE

Location

AMHERST, NY

Headquartered in AMHERST, NY, anchoring the Buffalo-Cheektowaga-Olean, NY metro in the Northeast.

Metro area
Buffalo-Cheektowaga-Olean, NY
Region
Northeast
County
ERIE
Address
40 John Glenn Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth