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Calamos Wealth Management Llc
Naperville, Illinois
Calamos Wealth Management LLC, headquartered in Naperville, IL, is a highly regarded regional investment advisory firm with a strong focus on providing exceptional wealth management services. With over 710 individual clients, the firm boasts an impressive $3,088,095,000 in assets under management. Calamos Wealth Management caters to a diverse clientele, primarily composed of high-net-worth individuals seeking personalized financial solutions.
Operating from five offices, Calamos Wealth Management offers comprehensive investment strategies tailored to meet the unique needs and goals of each client. While the firm's assets under ma...see more
Assets Under Mgmt
$3.09B
Investment Professionals
26
Locations
4
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other: ASSET ALLOCATION SERVICES
Reviews for Calamos Wealth Management Llc
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