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Adele P. Mcintosh

DANIELS + TANSEY, L.L.P.·WILMINGTON, Delaware
Unclaimed Profile
1013 CENTRE ROAD, WILMINGTON, DE 19805CRD# 4491972Firm CRD# 127816
01

About

Adele P. Mcintosh is a registered financial advisor based in WILMINGTON, Delaware, affiliated with DANIELS + TANSEY, L.L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DANIELS + TANSEY, L.L.P.
DANIELS + TANSEY, L.L.P.
AUM
$535M
Regulatory assets under management
Employees
9
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4491972
Firm CRD# 127816
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Adele P. Mcintosh offer?
Adele P. Mcintosh specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILMINGTON, Delaware for a consultation.
What are Adele P. Mcintosh's credentials?
Adele P. Mcintosh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adele P. Mcintosh located?
Adele P. Mcintosh is based in WILMINGTON, Delaware, working with DANIELS + TANSEY, L.L.P.. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does Adele P. Mcintosh charge for services?
Adele P. Mcintosh's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DANIELS + TANSEY, L.L.P.?
DANIELS + TANSEY, L.L.P. has approximately 9 employees and manages $535M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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