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Wenping Lu

CALAMOS AKSIA ADVISORS LLC·NAPERVILLE, Illinois
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2020 CALAMOS COURT, NAPERVILLE, IL 60563-2787CRD# 5517457Firm CRD# 322773
01

About

Wenping Lu is a registered financial advisor based in NAPERVILLE, Illinois, affiliated with CALAMOS AKSIA ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
CALAMOS AKSIA ADVISORS LLC
CALAMOS AKSIA ADVISORS LLC
AUM
—
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at CALAMOS AKSIA ADVISORS LLC →
Services
Portfolio management (pooled investments)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5517457
Firm CRD# 322773
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Wenping Lu offer?
Wenping Lu specializes in Investment Management, Fee-Only Advisory. Contact their office in NAPERVILLE, Illinois for a consultation.
What are Wenping Lu's credentials?
Wenping Lu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wenping Lu located?
Wenping Lu is based in NAPERVILLE, Illinois, working with CALAMOS AKSIA ADVISORS LLC. Their office serves clients in the NAPERVILLE metropolitan area and surrounding communities.
How does Wenping Lu charge for services?
Wenping Lu'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 AKSIA ADVISORS LLC?
CALAMOS AKSIA ADVISORS LLC has approximately 17 employees. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)
City Guides
CHICAGO GuideOAK BROOK GuideNORTHBROOK GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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