Shade Tree Advisors LLC
Legal Name: SHADE TREE ADVISORS LLC
268 BROADWAY, SUITE 101B, SARATOGA SPRINGS, NY
518-290-9460
http://www.shadetreeadvisors.com
Frequently Asked Questions (FAQ)
Full Contact Details
Shade Tree Advisors LLC
268 BROADWAY, SUITE 101B, SARATOGA SPRINGS, NY
518-290-9460
518-691-9349
Other Info
Shade Tree Advisors LLC, legally named SHADE TREE ADVISORS LLC, is a NY Limited Liability Company that has 17 employees, with 6 holding advisory roles. The firm serves 24 clients and its SEC status is listed as Approved, with a registration date of Oct 20, 2017.
Shade Tree Advisors | Tax, Estate Planning & Wealth Management
Shade Tree Advisors has technical expertise in tax, estate planning & wealth management. We develop wealth strategies & manage complex financial situations.
Direct Owners
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JESSE OAK GEORGE
CHIEF COMPLIANCE OFFICER owns less than 5%
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OAK LEAF HOLDINGS LLC
OWNER owns 75% or more
Indirect Owners
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ADRIENNE MARIE KNAPP
MANAGING PARTNER
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AMY SUE SEAGROATT
MANAGING PARTNER owns more than 25% but less than 50%