Daniels + Tansey, L.l.p.

Daniels + Tansey, L.l.p. (CRD# 127816) is a financial advisory firm headquartered in Wilmington, DE. They manage $321,098,778 in 575 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    321
    MILLION
  • Total Number of Accounts
    575
    ACCOUNTS
  • Average Account Value
    $558,433
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 - 4 of 4 top financial advisors.
1
Christopher W. Daniels
CRD#: 5846457
1013 Centre Road, Suite 220, Wilmington, DE 19805
96
Wealthminder
score

Christopher Daniels (CRD# 5846457) is an Investment Advisor Representative working at Daniels + Tansey, L.l.p. in Wilmington, DE and has over 6 years of experience in the finance industry.

2
Devon W. Daniels
CRD#: 855665
1013 Centre Road, Suite 220, Wilmington, DE 19805
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 31 years of experience in the finance industry.

3
Christopher F. Daniels
CRD#: 60681
1013 Centre Road, Suite 220, Wilmington, DE 19805
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 21 years of experience in the finance industry.

4
Thomas J. Daniels
CRD#: 6838918
1013 Centre Road, Suite 220, Wilmington, DE 19805
87
Wealthminder
score

Thomas Daniels (CRD# 6838918) is an Investment Advisor Representative working at Daniels + Tansey, L.l.p. in Wilmington, DE and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.