Dimitar
Tanchev
Calamos Wealth Management LLC
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About this Advisor
Dimitar Tanchev is a financial advisor based in Naperville, Illinois, working with Calamos Wealth Management LLC. Dimitar has previously held positions at Cedar Capital, LLC/Good Harbor Financial, LLC, Foreside Fund Services, Nextcapital, and Calamos Wealth Management LLC. Dimitar has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Dimitar is part of Calamos Wealth Management LLC, which operates out of Naperville, Illinois. The firm has 8 offices and 41 employees. The firm manages assets totaling $3.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Calamos Wealth Management LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Calamos Wealth Management LLC Brokerage Details
$3,334,568,012
41
3,021
$1,103,796
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Dimitar Tanchev Work History
Calamos Wealth Management LLC
Nextcapital
Foreside Fund Services
Cedar Capital, LLC/Good Harbor Financial, LLC
Disclosures
Please visit the SEC profile of Dimitar Tanchev 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 Wealth Management LLC
Naperville, IL
Naperville, IL
Naperville, IL
Naperville, IL
Naperville, IL
Chicago, IL
Naperville, IL
Naperville, IL
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