TrueAdvisor
TrueAdvisor
GK
CFA
GK
CFA

Gregory Kuhl

Calamos Advisors LLC
23 Years of Experience
Naperville, IL
Broker
View SEC Summary
View SEC Summary

Gregory Kuhl is a CFA-designated registered investment advisor at Calamos Advisors LLC, based in Naperville, IL, with 23 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,957 clients with $44B in assets under management.

Calamos Advisors LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
42 advisors
Number of Clients
1,957 clients
Average Client Portfolio
$22.4M average
Assets Under Management
$43.9B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M0.90%
$25.0M - $50.0M0.75%
$50.0M - $100.0M0.65%
$100M+0.60%

Standard fee schedule varies by strategy. The schedule shown reflects the Global Growth strategy. Other strategies have different fee schedules and minimum investment requirements ranging from $1,000,000 to $50,000,000. Fees are negotiable at the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2020 Calamos Court, Naperville, IL, 60563-2787

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Calamos Advisors LLC
March 2015 - Present · 11 yrs 7 mos
Calamos Financial Services LLCBroker
May 2010 - Present · 16 yrs 5 mos
Previous Registrations
Hartford Equity Sales Company INC.Broker
July 2008 - April 2010 · 1 yr 9 mos
Northern Trust Securities, INC.Broker
January 2003 - October 2007 · 4 yrs 9 mos
Pbhg Fund DistributorsBroker
May 2002 - October 2002 · 5 mos
Barclays Global Investors ServicesBroker
April 2002 - May 2002 · 1 mo
State Registrations1 state
IL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Naperville, IL →All financial advisors in Illinois →