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).

By the Numbers
  • Total Assets Under Management
    230
    MILLION
  • Total Number of Accounts
    248
    ACCOUNTS
  • Average Account Value
    $929,032
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, MD, NJ, NY, PA, TX

Financial Advisors at Kades Financial Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Stephen N. Cheifetz
CRD#: 4604046
Two Radnor Corporate Center, Suite 101, 100 Matsonford Road, Radnor, PA 19087
96
Wealthminder
score

Stephen Cheifetz (CRD# 4604046) is an Investment Advisor Representative working at Kades Financial Inc. in Radnor, PA and has over 16 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.

2
Howard A. Kades
CRD#: 2321734
600 Germantown Pike, Suite E, Lafayette Hill, PA 19444
93
Wealthminder
score

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.

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