SHADE TREE ADVISORS LLC

SARATOGA SPRINGS, New York·8 registered advisors·CRD# 289905
SEC# 801-1118853518-290-9460
01

Firm Overview

AUM
$795M
Regulatory assets under management
Employees
56
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at SHADE TREE ADVISORS LLC

8 registered advisors
Adrienne Marie Knapp
SARATOGA SPRINGS, New York
Amy Sue Seagroatt
SARATOGA SPRINGS, New York
Bridget Horan
SARATOGA SPRINGS, New York
Jesse Oak George
SARATOGA SPRINGS, New York
Kyle Paul Boni
SARATOGA SPRINGS, New York
Marna O. Davis
SARATOGA SPRINGS, New York
Matthew Todd Salisbury
SARATOGA SPRINGS, New York
Timothy Charles Macherone
SARATOGA SPRINGS, New York
05

Office Locations

SARATOGA SPRINGS, New York
8 advisors

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Data sourced from SEC Form ADV filings. SHADE TREE ADVISORS LLC (CRD# 289905) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.