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SHADE TREE ADVISORS LLC
Tel: 518-290-9460
19 Railroad Place Suite 301
Saratoga Springs, New York 12866
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
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
Firm CRD#:
289905
SEC#:
801-111885
No. of Clients:
105
Assets under Management
$794,714,403
No. of Advisors:
56
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