Michael
Grant

Calamos Advisors LLC

CRD#4521672
Investment Advisor
in San Francisco, CA

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About this Advisor

Michael Grant is a financial advisor based in San Francisco, California, working with Calamos Advisors LLC. Michael has previously held positions at Calamos Advisors LLC, Phineus Partners, L.P, and Jason, LLC. Michael has passed the Series 65 regulatory exam and is registered to provide services in California and Illinois. Currently, Michael is part of Calamos Advisors LLC, which operates out of San Francisco, California. The firm has 6 offices and 243 employees. The firm manages assets totaling $33.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Calamos Advisors LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

251 Post Street Suite 500
San Francisco, CA 94108

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Calamos Advisors LLC Brokerage Details

Total Assets Under Management

$33,716,889,937

CA Average: $6,674,516,078
Total Number of Employees

243

CA Average: 44
Total Number of Accounts

1,450

CA Average: 2,564
Average Account Size

$23,253,028

CA Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Michael Grant Work History

2015 - Present (9 years)

Calamos Advisors LLC

2002 - 2015 (13 years)

Phineus Partners, L.P

2002 - 2015 (13 years)

Jason, LLC

Disclosures

Please visit the SEC profile of Michael Grant to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Calamos Advisors LLC

Joseph Cusick
Naperville, IL
Paul Giovanniello
Ridgefield, CT
Christian Brobst
Naperville, IL
Douglas Berman
Naperville, IL
Matthew Eastman
Chicago, IL
Kevin Crouch
Naperville, IL
Jeffrey Shelton
Naperville, IL
Todd Abramson
Naperville, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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