SHADE TREE ADVISORS LLC - Financial Advisor in New York, Saratoga Springs

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

No. of Advisors:

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)

Fee Structure:

A percentage of AUM, Fixed fees, Performance Based

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