Kades Financial Inc.
Kades Financial Inc. (CRD# 111131) is a financial advisory firm headquartered in Radnor, PA. They manage $230,400,000 in 248 accounts and serve the financial needs of clients across 9 states (or territories).
Total Assets Under Management230MILLION
Total Number of Accounts248ACCOUNTS
Average Account Value$929,032
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, CT, FL, MA, MD, NJ, NY, PA, TX
Stephen Cheifetz (CRD# 4604046) is an Investment Advisor Representative working at Kades Financial Inc. in Radnor, PA and has over 15 years of experience in the finance industry. Stephen Cheifetz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Howard Kades (CRD# 2321734) is an Investment Advisor Representative working at Kades Financial Inc. in Lafayette Hill, PA and has over 23 years of experience in the finance industry.