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 organized as a limited liability company and has been SEC-registered since 1987. FINTRX classifies the firm as a capital allocator and lists its ownership structure as a combination of a domestic entity and an individual. The snapshot marks the adviser as unclassified and indicates several status flags: it is not identified as an active ESG investor, not a multi-state adviser, not a pension consultant, not a related adviser, and not newly formed. The firm’s public profile in the source is sparse on advisory or business activity detail; the available metadata focuses on regulatory standing and structural attributes rather than investment strategy descriptions or client-service lines.

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

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Client base

Client personas

Owners & executives

3 of 9
  • Michael Kassab

    Michael Kassab

    Chief Market StrategistCRD 4587937

  • John Campbell

    John Campbell

    Chief Wealth StrategistCRD 1066080

  • Andrew Konchan

    Andrew Konchan

    Chief Information OfficerCRD 4540434

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Contacts

3 of 141
  • Estelle Allaire

    Estelle Allaire

    Investment ConsultantCRD 8141199

  • Michael Foreman

    Data AnalystCRD 2898068

  • Remi Peyrot

    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