DANIELS + TANSEY, L.L.P.

WILMINGTON, Delaware·7 registered advisors·CRD# 127816

SEC# 801-626630302-594-1070

01

Firm Overview

AUM

$535M

Regulatory assets under management

Employees

9

Total firm employees

Advisors

7

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at DANIELS + TANSEY, L.L.P.

7 registered advisors

Adele P. Mcintosh

WILMINGTON, Delaware

Christopher Frank Daniels

WILMINGTON, Delaware

Christopher Williams Daniels

WILMINGTON, Delaware

Devon Williams Daniels

WILMINGTON, Delaware

Susan P. Benson

WILMINGTON, Delaware

Thomas Jordan Daniels

WILMINGTON, Delaware

Timothy John Deangelo

WILMINGTON, Delaware

05

Office Locations

WILMINGTON, Delaware

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Data sourced from SEC Form ADV filings. DANIELS + TANSEY, L.L.P. (CRD# 127816) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.