Calamos Financial Services LLC

Broker-DealerFINRA MemberEst. 1987
Total AUM
—
Advisory reps
152
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 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

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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

FINTRX

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 143
  • 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