Shade Tree Advisors

EST. AUM
$1,454,152,031

CONTACTS
4

CLIENT ACCOUNTS
152

Firm Details

Metro area Albany
CRD Number 289905
Website shadetreeadvisors.com
Client types

Overview

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, they develop comprehensive wealth strategies while devoting the administrative resources required to manage complex financial situations.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Shade Tree Advisors

Platform Details

Investment Preferences

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Address

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