DANIELS + TANSEY, L.L.P.
CRD #127816 SEC #801-62663 WILMINGTON, DE 302-594-1070
SEC Registered
Total AUM
$535.1M
Discretionary
$515.3M
Employees
9
Clients
51
Accounts
923
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $535.1M | $515.3M | $19.8M | 9 | 9 |
| Mar 2022 | $608.1M | $592.9M | $15.1M | 12 | 9 |
| Mar 2021 | $512.5M | $493.4M | $19.2M | 12 | 20 |
| Jan 2021 | $448.4M | $438.4M | $10M | 11 | 30 |
| Jun 2020 | $448.4M | $438.4M | $10M | 11 | 30 |
| Mar 2020 | $448.4M | $438.4M | $10M | 11 | 30 |
| Jan 2020 | $359.8M | $352.2M | $7.7M | 12 | 30 |
| Jan 2020 | $359.8M | $352.2M | $7.7M | 12 | 30 |
| Jul 2019 | $359.8M | $352.2M | $7.7M | 12 | 30 |
| Mar 2019 | $359.8M | $352.2M | $7.7M | 12 | 30 |
| Mar 2018 | $366.1M | $356.1M | $10M | 11 | 30 |
| Jan 2018 | $321.1M | $316.9M | $4.2M | 11 | 50 |
| Mar 2017 | $321.1M | $316.9M | $4.2M | 11 | 400 |
| Feb 2016 | $284.3M | $279.9M | $4.4M | 5 | 400 |
| Mar 2015 | $279.5M | $276.9M | $2.5M | 5 | 300 |
| Oct 2014 | $263.3M | $261.8M | $1.5M | 5 | 300 |
| Mar 2014 | $263.3M | $261.8M | $1.5M | 5 | 300 |
| Feb 2013 | $201.7M | $200.3M | $1.4M | 4 | 200 |
| Feb 2012 | $181.3M | $175.2M | $6M | 6 | 300 |
| Jan 2012 | $182.2M | $176M | $6.2M | 6 | 200 |
| Jul 2011 | $282.1M | $274.2M | $7.9M | 10 | -- |
| Jul 2011 | $282.1M | $274.2M | $7.9M | 10 | -- |
| Jun 2011 | $282.1M | $274.2M | $7.9M | 10 | -- |
| Mar 2011 | $282.1M | $274.2M | $7.9M | -- | -- |
| Feb 2011 | $282.1M | $274.2M | $7.9M | -- | -- |
| Feb 2011 | $226.8M | $219.3M | $7.5M | -- | -- |
| Mar 2010 | $226.8M | $219.3M | $7.5M | -- | -- |
| Feb 2009 | $125.6M | $117.2M | $8.4M | -- | -- |
| Feb 2009 | $125.6M | $117.2M | $8.4M | -- | -- |
| Mar 2008 | $74.2M | $67.4M | $6.8M | -- | -- |
| Apr 2007 | $63M | $63M | $0 | 10 | -- |
| Apr 2007 | $63M | $63M | $0 | 10 | -- |
| Mar 2007 | $63M | $63M | $0 | 10 | -- |
| Mar 2006 | $52.7M | $46.7M | $6.1M | 10 | -- |
| Dec 2005 | $51M | $44.5M | $6.5M | 10 | -- |
| Apr 2004 | $29.3M | $29.3M | $0 | 10 | -- |
| Jan 2004 | $0 | $0 | $0 | 10 | -- |
DateMar 2023
Total AUM$535.1M
Discretionary$515.3M
Non-Disc.$19.8M
Employees9
Clients9
DateMar 2022
Total AUM$608.1M
Discretionary$592.9M
Non-Disc.$15.1M
Employees12
Clients9
DateMar 2021
Total AUM$512.5M
Discretionary$493.4M
Non-Disc.$19.2M
Employees12
Clients20
DateJan 2021
Total AUM$448.4M
Discretionary$438.4M
Non-Disc.$10M
Employees11
Clients30
DateJun 2020
Total AUM$448.4M
Discretionary$438.4M
Non-Disc.$10M
Employees11
Clients30
DateMar 2020
Total AUM$448.4M
Discretionary$438.4M
Non-Disc.$10M
Employees11
Clients30
DateJan 2020
Total AUM$359.8M
Discretionary$352.2M
Non-Disc.$7.7M
Employees12
Clients30
DateJan 2020
Total AUM$359.8M
Discretionary$352.2M
Non-Disc.$7.7M
Employees12
Clients30
DateJul 2019
Total AUM$359.8M
Discretionary$352.2M
Non-Disc.$7.7M
Employees12
Clients30
DateMar 2019
Total AUM$359.8M
Discretionary$352.2M
Non-Disc.$7.7M
Employees12
Clients30
DateMar 2018
Total AUM$366.1M
Discretionary$356.1M
Non-Disc.$10M
Employees11
Clients30
DateJan 2018
Total AUM$321.1M
Discretionary$316.9M
Non-Disc.$4.2M
Employees11
Clients50
DateMar 2017
Total AUM$321.1M
Discretionary$316.9M
Non-Disc.$4.2M
Employees11
Clients400
DateFeb 2016
Total AUM$284.3M
Discretionary$279.9M
Non-Disc.$4.4M
Employees5
Clients400
DateMar 2015
Total AUM$279.5M
Discretionary$276.9M
Non-Disc.$2.5M
Employees5
Clients300
DateOct 2014
Total AUM$263.3M
Discretionary$261.8M
Non-Disc.$1.5M
Employees5
Clients300
DateMar 2014
Total AUM$263.3M
Discretionary$261.8M
Non-Disc.$1.5M
Employees5
Clients300
DateFeb 2013
Total AUM$201.7M
Discretionary$200.3M
Non-Disc.$1.4M
Employees4
Clients200
DateFeb 2012
Total AUM$181.3M
Discretionary$175.2M
Non-Disc.$6M
Employees6
Clients300
DateJan 2012
Total AUM$182.2M
Discretionary$176M
Non-Disc.$6.2M
Employees6
Clients200
DateJul 2011
Total AUM$282.1M
Discretionary$274.2M
Non-Disc.$7.9M
Employees10
Clients--
DateJul 2011
Total AUM$282.1M
Discretionary$274.2M
Non-Disc.$7.9M
Employees10
Clients--
DateJun 2011
Total AUM$282.1M
Discretionary$274.2M
Non-Disc.$7.9M
Employees10
Clients--
DateMar 2011
Total AUM$282.1M
Discretionary$274.2M
Non-Disc.$7.9M
Employees--
Clients--
DateFeb 2011
Total AUM$282.1M
Discretionary$274.2M
Non-Disc.$7.9M
Employees--
Clients--
DateFeb 2011
Total AUM$226.8M
Discretionary$219.3M
Non-Disc.$7.5M
Employees--
Clients--
DateMar 2010
Total AUM$226.8M
Discretionary$219.3M
Non-Disc.$7.5M
Employees--
Clients--
DateFeb 2009
Total AUM$125.6M
Discretionary$117.2M
Non-Disc.$8.4M
Employees--
Clients--
DateFeb 2009
Total AUM$125.6M
Discretionary$117.2M
Non-Disc.$8.4M
Employees--
Clients--
DateMar 2008
Total AUM$74.2M
Discretionary$67.4M
Non-Disc.$6.8M
Employees--
Clients--
DateApr 2007
Total AUM$63M
Discretionary$63M
Non-Disc.$0
Employees10
Clients--
DateApr 2007
Total AUM$63M
Discretionary$63M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$63M
Discretionary$63M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$52.7M
Discretionary$46.7M
Non-Disc.$6.1M
Employees10
Clients--
DateDec 2005
Total AUM$51M
Discretionary$44.5M
Non-Disc.$6.5M
Employees10
Clients--
DateApr 2004
Total AUM$29.3M
Discretionary$29.3M
Non-Disc.$0
Employees10
Clients--
DateJan 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--