Investment adviser · CRD 285068
KADES & CHEIFETZ, LLC
Investment adviser filing (IA)
BERWYN, PA, United States · Form ADV filed Nov 21, 2024
- Regulatory AUM
- $407M Form ADV · Item 5.F
- Client accounts
- 875 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 116 | $340,470,058 | 83.6% |
| Individuals | 121 | $66,746,986 | 16.4% |
Filing source
Form ADV 1914997 · Nov 21, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Nov 21, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
1055 WESTLAKES DRIVE, SUITE 300BERWYN, PA, 19312, United States
CRD 285068
Filing source
Form ADV 1914997 · Nov 21, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.