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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 21, 2024
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHEIFETZ, STEPHEN, NEIL | I | MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CHEIFETZ, STEPHEN, NEIL | I | MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KADES, HOWARD, ANDREW | I | MEMBER | NA | Control |
| KADES, HOWARD, ANDREW | I | MEMBER | NA | Control |
| KADES, HOWARD, ANDREW | I | MEMBER | NA | Control |
| KADES, HOWARD, ANDREW | I | MEMBER | NA | Control |
| KADES, HOWARD, ANDREW | I | MEMBER | NA | Control |
| KADES, HOWARD, ANDREW | I | MEMBER | NA | Control |
| KADES, HOWARD, ANDREW | I | MEMBER | NA | Control |
| KADES, HOWARD, ANDREW | I | MEMBER | NA | Control |
| KADES, HOWARD, ANDREW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KADES, HOWARD, ANDREW | I | MEMBER AND CHIEF INVESTMENT OFFICER | NA | Control |
| KADES, HOWARD, ANDREW | I | MEMBER AND CHIEF INVESTMENT OFFICER | NA | Control |
| KADES FINANCIAL INC | DE | OWNER | E | Control |
| KADES FINANCIAL INC | DE | OWNER | E | Control |
| KADES FINANCIAL INC | DE | OWNER | E | Control |
| KADES FINANCIAL INC | DE | OWNER | E | Control |
| KADES FINANCIAL INC | DE | OWNER | E | Control |
| KADES FINANCIAL INC | DE | OWNER | E | Control |
| KADES FINANCIAL INC | DE | OWNER | E | Control |
| KADES FINANCIAL INC | DE | OWNER | E | Control |
| KADES FINANCIAL INC | DE | OWNER | E | Control |
| KADES, HOWARD, ANDREW | I | CHIEF INVESTMENT OFFICER | E | Control |
| KADES, HOWARD, ANDREW | I | CHIEF INVESTMENT OFFICER | E | Control |
| KADES, HOWARD, ANDREW | I | CHIEF INVESTMENT OFFICER | E | Control |
| KADES, HOWARD, ANDREW | I | CHIEF INVESTMENT OFFICER | E | Control |
| KADES, HOWARD, ANDREW | I | CHIEF INVESTMENT OFFICER | E | Control |
| KADES, HOWARD, ANDREW | I | CHIEF INVESTMENT OFFICER | E | Control |
| KADES, HOWARD, ANDREW | I | CHIEF INVESTMENT OFFICER | E | Control |
| KADES, HOWARD, ANDREW | I | CHIEF INVESTMENT OFFICER | E | Control |
| KADES, HOWARD, ANDREW | I | CHIEF INVESTMENT OFFICER | E | Control |
| KADES, HOWARD, ANDREW | I | CHIEF INVESTMENT OFFICER | E | Control |
| KADES, HOWARD, ANDREW | I | CHIEF INVESTMENT OFFICER | E | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| KADES, HOWARD, ANDREW | I | MEMBER AND CHIEF INVESTMENT OFFICER | D | Control |
| CHEIFETZ, STEPHEN, NEIL | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| CHEIFETZ, STEPHEN, NEIL | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CHEIFETZ, STEPHEN, NEIL | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CHEIFETZ, STEPHEN, NEIL | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CHEIFETZ, STEPHEN, NEIL | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CHEIFETZ, STEPHEN, NEIL | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CHEIFETZ, STEPHEN, NEIL | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CHEIFETZ, STEPHEN, NEIL | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CHEIFETZ, STEPHEN, NEIL | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CHEIFETZ, STEPHEN, NEIL | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CHEIFETZ, STEPHEN, NEIL | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CHEIFETZ, STEPHEN, NEIL | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CHEIFETZ, STEPHEN, NEIL | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CHEIFETZ, STEPHEN, NEIL | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CHEIFETZ, STEPHEN, NEIL | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CHEIFETZ, STEPHEN, NEIL | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CHEIFETZ, STEPHEN, NEIL | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CHEIFETZ, STEPHEN, NEIL | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CHEIFETZ, STEPHEN, NEIL | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CHEIFETZ, STEPHEN, NEIL | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| CHEIFETZ, STEPHEN, NEIL | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| KADES, HOWARD, ANDREW | I | KADES FINANCIAL, INC. | E | Control |
| KADES, HOWARD, ANDREW | I | KADES FINANCIAL, INC. | E | Control |
| KADES, HOWARD, ANDREW | I | KADES FINANCIAL, INC. | E | Control |
| KADES, HOWARD, ANDREW | I | KADES FINANCIAL, INC. | E | Control |
| KADES, HOWARD, ANDREW | I | KADES FINANCIAL, INC. | E | Control |
| KADES, HOWARD, ANDREW | I | KADES FINANCIAL, INC. | E | Control |
| KADES, HOWARD, ANDREW | I | KADES FINANCIAL, INC. | E | Control |
| KADES, HOWARD, ANDREW | I | KADES FINANCIAL, INC. | E | Control |
| KADES, HOWARD, ANDREW | I | KADES FINANCIAL INC | E | Control |
Registrations
Federal
IA
Nov 21, 2024 REGISTERED
Notice Filings (11)
CA CT FL LA MA MD NJ NY PA TX VA
Address
1055 WESTLAKES DRIVESUITE 300
BERWYN, PA 19312
United States
Phone: 610-834-1487