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
- Website
- shadetreeadvisors.com
- Industry
- Financial Services
- Employees
- 44
- Founded
- 2017
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Colleen Chase | President at Shade Tree Trust Company | Cohoes, New York, United States |
Email
Phone
|
| Matthew Salisbury | Partner at Shade Tree Advisors Llc | Saratoga County, New York, United States |
Email
Phone
|
| Matthew Lawson | Client Advisor | Saratoga Springs, New York, United States |
Email
Phone
|
| Adrienne Knapp, Cpa | Managing Partner at Shade Tree Advisors | Saratoga Springs, New York, United States |
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 | 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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