SHADE TREE ADVISORS LLC

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

About SHADE TREE ADVISORS LLC

SHADE TREE ADVISORS LLC, formally registered with the SEC as SHADE TREE ADVISORS LLC. The firm was established in 10/20/2017. They have over 4 offices throughout the country.

SHADE TREE ADVISORS LLC is a Saratoga Springs, New York based Financial Planning firm with nearly $794,714,403 assets under management, offering retirement planning & investment advisory services to 105 clients. The firm is staffed with 56 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289905
SEC#	801-111885
Assets Managed by Firm	$794,714,403
No. of Clients	105
No. of Advisors	56

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

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)

Firm Client Information

	No. of Clients	AUM
Firm Total	105	$794,714,403
Individuals (other than high net worth individuals)	5	$2,001,952
High net worth individuals	21	$730,690,263

More Retirement Planning firms in Saratoga Springs, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Saratoga Springs, New York

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.