Overview
Assets Under Management: $407 million
Headquarters: BERWYN, PA
High-Net-Worth Clients: 116
Average Client Assets: $2.9 million
Frequently Asked Questions
KADES & CHEIFETZ, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #285068), KADES & CHEIFETZ, LLC is subject to fiduciary duty under federal law.
KADES & CHEIFETZ, LLC is headquartered in BERWYN, PA.
KADES & CHEIFETZ, LLC serves 116 high-net-worth clients according to their SEC filing dated November 21, 2024. View client details ↓
According to their SEC Form ADV, KADES & CHEIFETZ, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
KADES & CHEIFETZ, LLC manages $407 million in client assets according to their SEC filing dated November 21, 2024.
According to their SEC Form ADV, KADES & CHEIFETZ, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 116
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.61%
Average Client Assets: $2.9 million
Total Client Accounts: 875
Discretionary Accounts: 875
Regulatory Filings
CRD Number: 285068
Filing ID: 1914997
Last Filing Date: 2024-11-21 16:54:00