Shade Tree Advisors Revenue, Growth & Competitor Profile

DBA HIGH ROCK ADVISORS LLC
DBA SHADE TREE ADVISORS LLC

Company Profile & Annual Report for Shade Tree Advisors

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Shade Tree Advisors Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52393 Financial Planning & Investment Advice
Address	19 Railroad Place Suite 301 Saratoga Springs, NY 12866

Note: Revenues for privately held companies are statistical evaluations.


Shade Tree Advisors's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Shade Tree Advisors's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Shade Tree Advisors is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Shade Tree Advisors Annual Revenue and Growth Rate

Shade Tree Advisors	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Shade Tree Advisors's revenues are gauged from an analysis of company filings.

Shade Tree Advisors's Income Statement (based on Industry Averages)

Shade Tree Advisors P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Shade Tree Advisors is developing and marketing. Shade Tree Advisors doesn't have any recent trademark applications, indicating Shade Tree Advisors is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark

Date

SHADE TREE ADVISORS financial planning services, namely, bill payment services, financial advice for retirement, investment advice, investment management; philanthropic planning services, namely, financial planning in the field of charitable giving; financial planning services, namely, charitable planning in the nature of developing and managing charitable giving programs on behalf of wealthy individuals or families; estate planning for wealthy families, individuals, and their related entities

10/25/2017

See all trademarks and details in the Full Report.

Market Share of Shade Tree Advisors's Largest Competitors

A competitive analysis shows these companies are in the same general field as Shade Tree Advisors, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Shade Tree Advisors. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
SHADE TREE ADVISORS	Saratoga Springs, NY	100
GREENWICH GROUP INTERNATIONAL	Saratoga Springs, NY	34
CAPITAL DISTRICT PROPERTIES	Saratoga Springs, NY	31
MINICHMACGREGOR WEALTH MANAGEMENT	Saratoga Springs, NY	21
KING WEALTH MANAGEMENT GROUP	Saratoga Springs, NY	16
KENNERMAN ASSOCIATES INC. DBA KERSHNER GROSSO	Saratoga Springs, NY	14

Future Competition: Shade Tree Advisors's Fastest Growing Competitors

These companies are in the same general field as Shade Tree Advisors and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)