CALAMOS FINANCIAL SERVICES LLC

Broker-DealerFINRA MemberEst. 1987
Total AUM
Advisory reps
149
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 a limited liability company that has been SEC-registered since 1987. FINTRX identifies the firm as a capital allocator; other snapshot attributes indicate domestic ownership (both an entity and individual stakeholders) and an unclassified firm type. The profile shows the firm is not flagged as an active ESG investor, is not a multi-state adviser, and is not newly formed. It is also not listed as a pension consultant or a related adviser to another registered manager. Public disclosures in the source are sparse about client composition, fee schedules, or the firm’s advisory activities. The available data emphasize organizational status and regulatory vintage rather than detailed investment mandates or product lineups.

Location & Offices

Investment profile

FINTRX

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 10
  • MICHAEL KASSAB

    Chief Market StrategistCRD 4587937

  • John Campbell

    Chief Wealth StrategistCRD 1066080

  • Andrew Konchan

    Chief Information OfficerCRD 4540434

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Contacts

3 of 139
  • Estelle Allaire

    Investment ConsultantCRD 8141199

  • MICHAEL FOREMAN

    Data AnalystCRD 2898068

  • Remi Peyrot

    Senior Investment StrategistCRD 8209800

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Wealth teams

FINTRX

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