Shade Tree Partners LLC

Shade Tree Partners LLC (CRD# 150865) is a financial advisory firm headquartered in Dallas, TX. They manage $33,552,000 in 165 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    165
    ACCOUNTS
  • Average Account Value
    $203,345
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Shade Tree Partners LLC
Showing 1 - 3 of 3 top financial advisors.
1
Drew M. Harris
CRD#: 4608773
13140 Coit Road, Suite 107, Dallas, TX 75240
93
Wealthminder
score

Drew Harris (CRD# 4608773) is an Investment Advisor Representative working at Shade Tree Partners LLC in Dallas, TX and has over 12 years of experience in the finance industry.

2
Timothy D. Purser
CRD#: 368966
13140 Coit Road, Suite 107, Dallas, TX 75240
93
Wealthminder
score

Timothy Purser (CRD# 368966) is an Investment Advisor Representative working at Shade Tree Partners LLC in Dallas, TX and has over 34 years of experience in the finance industry.

3
Stanley E. Pyndus
CRD#: 803186
13140 Coit Road, Suite 107, Dallas, TX 75240
63
Wealthminder
score

Stanley Pyndus (CRD# 803186) is an Investment Advisor Representative working at Shade Tree Partners LLC in Dallas, TX and has over 37 years of experience in the finance industry.

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