Daniels + Tansey, L.L.P. is a large advisory firm based in Wilmington. It manages $359.83 million of regulatory assets for 678 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Delaware, Florida, Maryland, and Pennsylvania.
Daniels + Tansey provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and consultation, expert witness,litigation support. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Daniels + Tansey, L.L.P. is $359.83 million. The firm's AUM has grown by 471% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Daniels + Tansey, L.L.P. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, other investment advisers, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Daniels + Tansey is high net worth individuals with 125 clients and $268.7 million of assets under management. Among the 7 most similar advisory firms, Daniels + Tansey has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $359.83 million for 385 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Daniels + Tansey doesn't advise any private funds.
The company employs 12 people that are either part- or full-time employees. 42 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Daniels + Tansey, L.L.P. performs its advisory services is located at 1013 Centre Road, Wilmington, DE 19805, 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 danielstansey.com.