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Building 2KADES & CHEIFETZ, LLC

Map pinBERWYN, PA
Phone610-834-1487
NotebookSEC #801-108325
Total AUM
$407.2M
Employees
2
Clients
237

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1055 WESTLAKES DRIVE
SUITE 300
BERWYN
PA 19312
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
610-834-1487
Other Offices
2

ReceiptFinancials

Total AUM
$407.2M
Accounts
875
Discretionary
$407.2M
Accounts
875
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
121
AUM
$66.7M
HNW Individual Clients
116
AUM
$340.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLAMAMDNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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