Shade Tree Advisors is an independent, multi-family office for a select group of clientele. With technical expertise in tax, estate planning and wealth management, we develop comprehensive wealth strategies while devoting the administrative resources required to manage complex financial situations. We prioritize discretion and responsiveness while streamlining and safeguarding clients’ financial affairs.
View Top Employees from Shade Tree Advisors LLC| Website | http://www.shadetreeadvisors.com/ |
| Revenue | $5.2 million |
| Employees | 46 (46 on RocketReach) |
| Founded | 2017 |
| Address | 268 Broadway 101B, Saratoga Springs, New York 12866, US |
| Phone | (518) 290-9460 |
| Technologies |
JavaScript,
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+12 more
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| Industry | Financial Services, Finance General, Finance |
| Competitors | Alliance Wealth Advisors, LLC, Cleveland Wealth, LLC, Foundations Financial Partners |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
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Shade Tree Advisors LLC Questions
The Shade Tree Advisors LLC annual revenue was $5.2 million in 2024.
Timothy Macherone is the COO of Shade Tree Advisors LLC.
46 people are employed at Shade Tree Advisors LLC.
Shade Tree Advisors LLC is based in Saratoga Springs, New York.
The NAICS codes for Shade Tree Advisors LLC are [5239, 52393, 52, 523].
The SIC codes for Shade Tree Advisors LLC are [62, 628].
Top Shade Tree Advisors LLC Employees
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