CALAMOS ADVISORS LLC

2020 Calamos Court
Naperville, Illinois 60563-2787
Tel: 630-245-7200

About CALAMOS ADVISORS LLC

CALAMOS ADVISORS LLC, formally registered with the SEC as CALAMOS ADVISORS LLC. The firm was established in 05/29/1987. They have over 7 offices throughout the country.

CALAMOS ADVISORS LLC is a Naperville, Illinois based Financial Planning firm with nearly $33,716,889,937 assets under management, offering retirement planning & investment advisory services to 1450 clients. The firm is staffed with 243 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105758
SEC#	801-29688
Assets Managed by Firm	$33,716,889,937
No. of Clients	1450
No. of Advisors	243

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1450	$33,716,889,937
Individuals (other than high net worth individuals)	277	$270,271,070
High net worth individuals	999	$1,018,746,344
Pension and profit sharing plans	37	$319,566,673
Charitable organizations	24	$62,994,391
Corporations or other businesses	61	$368,926,683

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