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).

By the Numbers
  • Total Assets Under Management
    284
    MILLION
  • Total Number of Accounts
    530
    ACCOUNTS
  • Average Account Value
    $536,359
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Other
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.

DE, FL, MD, PA

Financial Advisors at Daniels + Tansey, L.l.p.
Showing 1 - 2 of 2 top financial advisors.
1
Devon W. Daniels
CRD#: 855665
3711 Kennett Pike, Suite 130, Wilmington, DE 19807
96
Wealthminder
score

Devon Daniels (CRD# 855665) is an Investment Advisor Representative working at Daniels + Tansey, L.l.p. in Wilmington, DE and has over 29 years of experience in the finance industry.

2
Christopher F. Daniels
CRD#: 60681
3711 Kennett Pike, Suite 130, Wilmington, DE 19807
93
Wealthminder
score

Christopher Daniels (CRD# 60681) is an Investment Advisor Representative working at Daniels + Tansey, L.l.p. in Wilmington, DE and has over 19 years of experience in the finance industry.

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