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Daniel Leo Dufresne

CALAMOS ANTETOKOUNMPO ASSET MANAGEMENT LLC·NAPERVILLE, Illinois
SIE, Series 7, Series 24, Series 57TO, Series 99TOClean recordCALAMOS ANTETOKOUNMPO ASSET MANAGEMENT LLC
2020 CALAMOS COURT, NAPERVILLE, IL 60563CRD# 2852606Firm CRD# 322813

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Leo Dufresne · NAPERVILLE, IL
Registration
CRD #2852606 · CALAMOS ANTETOKOUNMPO ASSET MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 57TO
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CALAMOS ANTETOKOUNMPO ASSET MANAGEMENT LLC
CRD 322813 · SEC 801-126711
AUM
$16M
Regulatory assets under management
Employees
16
3 client accounts
Services offered by CALAMOS ANTETOKOUNMPO ASSET MANAGEMENT LLC
Per Form ADV
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Institutional Investors
Introduction

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04

Frequently Asked Questions

What services does Daniel Leo Dufresne offer?
Daniel Leo Dufresne specializes in Investment Management, Fee-Only Advisory. Contact their office in NAPERVILLE, Illinois for a consultation.
What are Daniel Leo Dufresne's credentials?
Daniel Leo Dufresne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Leo Dufresne located?
Daniel Leo Dufresne is based in NAPERVILLE, Illinois, working with CALAMOS ANTETOKOUNMPO ASSET MANAGEMENT LLC. Their office serves clients in the NAPERVILLE metropolitan area and surrounding communities.
How does Daniel Leo Dufresne charge for services?
Daniel Leo Dufresne's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CALAMOS ANTETOKOUNMPO ASSET MANAGEMENT LLC?
CALAMOS ANTETOKOUNMPO ASSET MANAGEMENT LLC has approximately 16 employees and manages $16M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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