Shade Tree Advisors LLC

Shade Tree Advisors LLC

Financial Services 268 Broadway 44 employees
Employees
44
Contacts
4
Emails
4
Phones
3

Shade Tree Advisors LLC Overview

Headquarters
268 Broadway
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
44
Founded
2017
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Shade Tree Advisors LLC

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.

Shade Tree Advisors LLC Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
3
75.0% coverage

Shade Tree Advisors LLC Org Chart

Sample employees and titles
Name Title Contact
Colleen Chase President at Shade Tree Trust Company
Email Phone
Matthew Salisbury Partner at Shade Tree Advisors Llc
Email Phone
Matthew Lawson Client Advisor
Email Phone
Adrienne Knapp, Cpa Managing Partner at Shade Tree Advisors
Email

Employees by Management Level

Individual contributor 16 profiles
Associate / junior 4 profiles
Executive 2 profiles
Director 2 profiles
Senior / Lead 2 profiles

Department Contact Coverage

Department Contacts Email Phone
Finance 6 6 2
General 6 6 0
Executive 5 5 2
Sales 2 2 1
Operations 1 1 0

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