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SHADE TREE ADVISORS LLC

Tel: 518-290-9460
19 Railroad Place
Suite 301
Saratoga Springs, New York  12866

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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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