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CGAM

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

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About CGAM

CGAM, formally registered with the SEC as CGAM. The firm was established in 10/07/2022. They have over 4 offices throughout the country.

CGAM is a Naperville, Illinois based Financial Planning firm with nearly $16,315,702 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#322813
SEC#801-126711
Assets Managed by Firm$16,315,702
No. of Clients3
No. of Advisors16

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for investment companies

Firm Client Information

No. of ClientsAUM
Firm Total3$16,315,702

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