Daniels + Tansey, L.l.p.
Daniels + Tansey, L.l.p. (CRD# 127816) is a financial advisory firm headquartered in Wilmington, DE. They manage $284,270,138 in 530 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management284MILLION
Total Number of Accounts530ACCOUNTS
Average Account Value$536,359
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
DE, FL, MD, PA
Devon Daniels (CRD# 855665) is an Investment Advisor Representative working at Daniels + Tansey, L.l.p. in Wilmington, DE and has over 30 years of experience in the finance industry.
Christopher Daniels (CRD# 60681) is an Investment Advisor Representative working at Daniels + Tansey, L.l.p. in Wilmington, DE and has over 20 years of experience in the finance industry.