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Calamos Wealth Management

EST. AUM
$5,475,141,780

CONTACTS
37

CLIENT ACCOUNTS
4,308

Firm Details

Metro area Chicago
CRD Number 143490
Website calamos.com
Client types

Overview

Most widely known for their convertible bond strategy as well as a market-neutral strategy. What some people might not know is that they actually have an RIA that was started just about five years ago. They are tasked with building out their manager list and investment models using outside managers as well as the Calamos Fund. So think equities, fixed income, and alternatives. These select lists and models are used by the advisors, not only in Chicago, but also advisers in Miami and New York City. They custody their assets at Schwab and Fidelity.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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