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

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