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).

By the Numbers
  • Total Assets Under Management
    407
    MILLION
  • Total Number of Accounts
    875
    ACCOUNTS
  • 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
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
Showing 1 - 2 of 2 top financial advisors.
1
Stephen N. Cheifetz
CRD#: 4604046
1055 Westlakes Drive, Suite 300, Berwyn, PA 19312

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 A. Kades
CRD#: 2321734
1055 Westlakes Drive, Suite 300, Berwyn, PA 19312

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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