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DANIELS + TANSEY, L.L.P.
WILMINGTON, DE
302-594-1070
SEC #801-62663Total AUM
$535.1M
Employees
9Clients
328Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1013 CENTRE ROAD
SUITE 220
WILMINGTON
DE 19805
United States
SUITE 220
WILMINGTON
DE 19805
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Monday - Friday
Phone
302-594-1070
Financials
Total AUM
$535.1M
Accounts
923Discretionary
$515.3M
Accounts
779Non-Discretionary
$19.8M
Accounts
144
Clients
Individual Clients
162AUM
$54.2M
HNW Individual Clients
150AUM
$469.3M
Pension/Profit Sharing Plan Clients
4AUM
$2.4M
Charitable Organization Clients
11AUM
$8.8M
Corporation or Business Clients
1AUM
$286.9K
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTATION, EXPERT WITNESS,LITIGATION SUPPORT
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
DEFLMDNCNJNYPAVA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.