Directory of Professional Retirement Planners
National Coverage
Local Professionals
CGAM
2020 Calamos Court
Naperville, Illinois 60563
Tel: 630-245-7200
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 Status | Approved |
|---|---|
| Firm CRD# | 322813 |
| SEC# | 801-126711 |
| Assets Managed by Firm | $16,315,702 |
| No. of Clients | 3 |
| No. of Advisors | 16 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for investment companies
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $16,315,702 |
More Retirement Planning firms in Naperville, Illinois:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,016,556,943,580 | 41105 | 674 | |
| $545,530,164,135 | 401 | 220 | |
| $426,071,864,566 | 1821809 | 415 | |
| $248,044,764,038 | 37 | 1857 | |
| $239,614,971,441 | 59703 | 397 |
Explore More Retirement Advisors in Naperville, Illinois