KADES & CHEIFETZ, LLC
CRD #285068 SEC #801-108325 BERWYN, PA 610-834-1487
SEC Registered
Total AUM
$407.2M
Discretionary
$407.2M
Employees
2
Clients
0
Accounts
875
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2024 | $407.2M | $407.2M | $0 | 2 | 0 |
| Oct 2024 | $407.2M | $407.2M | $0 | 2 | 0 |
| Jan 2024 | $407.2M | $407.2M | $0 | 3 | 0 |
| Feb 2023 | $362.8M | $362.8M | $0 | 3 | 0 |
| Nov 2022 | $421.3M | $421.3M | $0 | 3 | 0 |
| Jul 2022 | $421.3M | $421.3M | $0 | 3 | 0 |
| Jul 2022 | $421.3M | $421.3M | $0 | 3 | 0 |
| Mar 2022 | $421.3M | $421.3M | $0 | 3 | 0 |
| Mar 2022 | $421.3M | $421.3M | $0 | 3 | 0 |
| Jan 2021 | $378M | $378M | $0 | 2 | 0 |
| Jan 2021 | $378M | $378M | $0 | 2 | 0 |
| Jun 2020 | $335.2M | $335.2M | $0 | 2 | 0 |
| Jan 2020 | $335.2M | $335.2M | $0 | 2 | 0 |
| Feb 2019 | $288.4M | $288.4M | $0 | 2 | 0 |
| May 2018 | $294.8M | $294.8M | $0 | 3 | 262 |
| Feb 2018 | $294.8M | $294.8M | $0 | 3 | 262 |
| Aug 2017 | $271.4M | $241.9M | $29.5M | 4 | 200 |
| Mar 2017 | $271.4M | $241.9M | $29.5M | 4 | 200 |
| Jan 2017 | $264.5M | $227.9M | $36.6M | 4 | 200 |
| Dec 2016 | $264.5M | $227.9M | $36.6M | 4 | 200 |
| Nov 2016 | $0 | $0 | $0 | 4 | 0 |
| Aug 2016 | $0 | $0 | $0 | 4 | 0 |
DateNov 2024
Total AUM$407.2M
Discretionary$407.2M
Non-Disc.$0
Employees2
Clients0
DateOct 2024
Total AUM$407.2M
Discretionary$407.2M
Non-Disc.$0
Employees2
Clients0
DateJan 2024
Total AUM$407.2M
Discretionary$407.2M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$362.8M
Discretionary$362.8M
Non-Disc.$0
Employees3
Clients0
DateNov 2022
Total AUM$421.3M
Discretionary$421.3M
Non-Disc.$0
Employees3
Clients0
DateJul 2022
Total AUM$421.3M
Discretionary$421.3M
Non-Disc.$0
Employees3
Clients0
DateJul 2022
Total AUM$421.3M
Discretionary$421.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$421.3M
Discretionary$421.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$421.3M
Discretionary$421.3M
Non-Disc.$0
Employees3
Clients0
DateJan 2021
Total AUM$378M
Discretionary$378M
Non-Disc.$0
Employees2
Clients0
DateJan 2021
Total AUM$378M
Discretionary$378M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$335.2M
Discretionary$335.2M
Non-Disc.$0
Employees2
Clients0
DateJan 2020
Total AUM$335.2M
Discretionary$335.2M
Non-Disc.$0
Employees2
Clients0
DateFeb 2019
Total AUM$288.4M
Discretionary$288.4M
Non-Disc.$0
Employees2
Clients0
DateMay 2018
Total AUM$294.8M
Discretionary$294.8M
Non-Disc.$0
Employees3
Clients262
DateFeb 2018
Total AUM$294.8M
Discretionary$294.8M
Non-Disc.$0
Employees3
Clients262
DateAug 2017
Total AUM$271.4M
Discretionary$241.9M
Non-Disc.$29.5M
Employees4
Clients200
DateMar 2017
Total AUM$271.4M
Discretionary$241.9M
Non-Disc.$29.5M
Employees4
Clients200
DateJan 2017
Total AUM$264.5M
Discretionary$227.9M
Non-Disc.$36.6M
Employees4
Clients200
DateDec 2016
Total AUM$264.5M
Discretionary$227.9M
Non-Disc.$36.6M
Employees4
Clients200
DateNov 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0