Calamos Wealth Management LLC
Calamos Wealth Management LLC (CRD# 143490) is a financial advisory firm headquartered in Naperville, IL. They manage $3,334,568,012 in 3,021 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management3,335MILLION
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Total Number of Accounts3,021ACCOUNTS
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Average Account Value$1,103,796
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Richard Gotterer (CRD# 1438859) is an Investment Advisor Representative working at Calamos Wealth Management LLC in Naperville, IL and has over 5 years of experience in the finance industry. Richard Gotterer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Nicholas Korompilas (CRD# 6343333) is an Investment Advisor Representative working at Calamos Wealth Management LLC in Naperville, IL and has over 6 years of experience in the finance industry.
Stephen Perl (CRD# 3171813) is an Investment Advisor Representative working at Calamos Wealth Management LLC in Naperville, IL and has over 24 years of experience in the finance industry.
Scott Poulin (CRD# 5764973) is an Investment Advisor Representative working at Calamos Wealth Management LLC in Naperville, IL and has over 13 years of experience in the finance industry.
Mark Rabinovich (CRD# 4683265) is an Investment Advisor Representative working at Calamos Wealth Management LLC in Naperville, IL and has over 19 years of experience in the finance industry.
Eduardo Sordo (CRD# 4175091) is an Investment Advisor Representative working at Calamos Wealth Management LLC in Naperville, IL and has over 23 years of experience in the finance industry.
Scott Steiner (CRD# 4643468) is an Investment Advisor Representative working at Calamos Wealth Management LLC in Naperville, IL and has over 21 years of experience in the finance industry.
Joshua Walters (CRD# 5795720) is an Investment Advisor Representative working at Calamos Wealth Management LLC in Naperville, IL and has over 13 years of experience in the finance industry.
Alexander Calamos (CRD# 5793760) is an Investment Advisor Representative working at Calamos Wealth Management LLC in Naperville, IL and has over 3 years of experience in the finance industry.
John Campbell (CRD# 1066080) is an Investment Advisor Representative working at Calamos Wealth Management LLC in Naperville, IL and has over 35 years of experience in the finance industry.