Kades & Cheifetz, LLC
Kades & Cheifetz, LLC (CRD# 285068) is a financial advisory firm headquartered in Berwyn, PA. They manage $407,217,044 in 875 accounts and serve the financial needs of clients across 9 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management407MILLION
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Total Number of Accounts875ACCOUNTS
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Average Account Value$465,391
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, LA, MD, NJ, NY, PA, TX, VA
Financial Advisors at Kades & Cheifetz, LLC
1
Stephen Cheifetz (CRD# 4604046) is an Investment Advisor Representative working at Kades & Cheifetz, LLC in Berwyn, PA and has over 23 years of experience in the finance industry.
2
Howard Kades (CRD# 2321734) is an Investment Advisor Representative working at Kades & Cheifetz, LLC in Berwyn, PA and has over 30 years of experience in the finance industry.
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