Shade Tree Partners LLC

Shade Tree Partners LLC (CRD# 150865) is a financial advisory firm headquartered in Dallas, TX. They manage $53,556,401 in 70 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
13140 Coit Road, Suite 107, Dallas, TX 75240
http://www.shadetreeia.com
By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $765,091
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
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 Harris, financial advisor Dallas TX
Drew M. Harris
CRD#: 4608773
13140 Coit Road, Suite 107, Dallas, TX 75240

Drew Harris (CRD# 4608773) is an Investment Advisor Representative working at Shade Tree Partners LLC in Dallas, TX and has over 19 years of experience in the finance industry.

2
Timothy Purser, financial advisor Dallas TX
Timothy D. Purser
CRD#: 368966
13140 Coit Road, Suite 107, Dallas, TX 75240

Timothy Purser (CRD# 368966) is an Investment Advisor Representative working at Shade Tree Partners LLC in Dallas, TX and has over 41 years of experience in the finance industry.

3
Stanley Pyndus, financial advisor Dallas TX
Stanley E. Pyndus
CRD#: 803186
13140 Coit Road, Suite 107, Dallas, TX 75240

Stanley Pyndus (CRD# 803186) is an Investment Advisor Representative working at Shade Tree Partners LLC in Dallas, TX and has over 44 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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