SHADE TREE ADVISORS LLC
Tel: 518-290-9460 19 Railroad Place Suite 301 Saratoga Springs, New York 12866
About SHADE TREE ADVISORS LLC
SHADE TREE ADVISORS LLC is a Saratoga Springs, New York based financial advisory firm with nearly $794,714,403 in assets under management and provides investment advisory services for 105 clients. There are currently 56 financial advisors at the firm.
General Information
Firm CRD#:
289905
Firm SEC#:
801-111885
Assets Under Management:
$794,714,403
No. of Clients:
105
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors
Other (WEALTH MANAGEMENT; FAMILY OFFICE; & ASSET ALLOCATION)
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