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Daniels & Tansey, LLP (Wilmington)


Daniels & Tansey, LLP is a large advisory firm based in Wilmington. It manages $51.01 million of regulatory assets for 62 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Delaware, Maryland, and Pennsylvania.

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Daniels & Tansey provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and market timing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Daniels & Tansey: assets under management

The assets under management (AUM) of Daniels & Tansey, LLP is $51.01 million. The firm's AUM has grown by 74% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $44.53 million in discretionary accounts and $6.49 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.09 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $308.82 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Daniels & Tansey, LLP for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Wilmington

The principal office where Daniels & Tansey, LLP performs its advisory services is located at 3711 Kennett Pike, Wilmington, DE 19807, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 302-594-1070 or by fax 302-594-1074. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.danielstansey.com.


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