RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Partnership
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 20, 2023
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BENSON, SUSAN, P.IPARTNERNA
BIDDLE, GEORGE, DAVIDIPARTNERNA
BIDDLE, GEORGE, DAVIDIPARTNERNA
BIDDLE, GEORGE, DAVIDIPARTNERNA
BIDDLE, GEORGE, DAVIDIPARTNERNA
BIDDLE, GEORGE, DAVIDIPARTNERNA
Daniels, Thomas, JordanICHIEF COMPLIANCE OFFICER, PARTNERNA Control
Daniels, Thomas, JordanICHIEF COMPLIANCE OFFICER,NA Control
Daniels, Thomas, JordanICHIEF COMPLIANCE OFFICER,NA Control
Daniels, Thomas, JordanICHIEF COMPLIANCE OFFICER,NA Control
Daniels, Thomas, JordanICHIEF COMPLIANCE OFFICER,NA Control
Daniels, Thomas, JordanICHIEF COMPLIANCE OFFICER,NA Control
MULLEN, DANIEL, NEUMANNICHIEF COMPLIANCE OFFICERNA Control
MULLEN, DANIEL, NEUMANNICHIEF COMPLIANCE OFFICERNA Control
MULLEN, DANIEL, NEUMANNICHIEF COMPLIANCE OFFICERNA Control
MULLEN, DANIEL, NEUMANNICHIEF COMPLIANCE OFFICERNA Control
MULLEN, DANIEL, NEUMANNICHIEF COMPLIANCE OFFICERNA Control
RITTER, MARGARET, CIPARTNER, PORTFOLIO MANAGERNA Control
RITTER, MARGARET, CIPARTNER, PORTFOLIO MANAGERNA Control
RITTER, MARGARET, CIPARTNER, PORTFOLIO MANAGERNA Control
RITTER, MARGARET, CIPARTNER, PORTFOLIO MANAGERNA Control
DANIELS, CHRISTOPHER, FRANKIPARTNER AND CHIEF COMPLIANCE OFFICERC Control
DANIELS, CHRISTOPHER, FRANKIPARTNER AND CHIEF COMPLIANCE OFFICERC Control
DANIELS, CHRISTOPHER, FRANKIPARTNERC Control
DANIELS, CHRISTOPHER, FRANKIPARTNER, CHIEF COMPLIANCE OFFICERC Control
DANIELS, CHRISTOPHER, FRANKIPARTNER, CHIEF COMPLIANCE OFFICERC Control
DANIELS, CHRISTOPHER, FRANKIPARTNERC Control
DANIELS, CHRISTOPHER, FRANKIPARTNER AND CHIEF COMPLIANCE OFFICERC Control
DANIELS, CHRISTOPHER, FRANKIPARTNER AND CHIEF COMPLIANCE OFFICERC Control
DANIELS, CHRISTOPHER, FRANKIPARTNER AND CHIEF COMPLIANCE OFFICERC Control
DANIELS, CHRISTOPHER, FRANKIPARTNER AND CHIEF COMPLIANCE OFFICERC Control
DANIELS, CHRISTOPHER, FRANKIPARTNER AND CHIEF COMPLIANCE OFFICERC Control
DANIELS, CHRISTOPHER, FRANKIPARTNERC Control
DANIELS, CHRISTOPHER, FRANKIPARTNER, CHIEF COMPLIANCE OFFICERC Control
DANIELS, CHRISTOPHER, FRANKIPARTNER, CHIEF COMPLIANCE OFFICERC Control
DANIELS, CHRISTOPHER, FRANKIPARTNER, CHIEF COMPLIANCE OFFICERC Control
DANIELS, CHRISTOPHER, FRANKIPARTNER, CHIEF COMPLIANCE OFFICERC Control
DANIELS, CHRISTOPHER, FRANKIPARTNER, CHIEF COMPLIANCE OFFICERC Control
DANIELS, CHRISTOPHER, FRANKIPARTNER, CHIEF COMPLIANCE OFFICERC Control
DANIELS, CHRISTOPHER, FRANKIPARTNER, CHIEF COMPLIANCE OFFICERC Control
DANIELS, CHRISTOPHER, FRANKIPARTNER, CHIEF COMPLIANCE OFFICERC Control
DANIELS, CHRISTOPHER, FRANKIPARTNER, CHIEF COMPLIANCE OFFICERC Control
DANIELS, CHRISTOPHER, FRANKIPARTNER, CHIEF COMPLIANCE OFFICERC Control
DANIELS, CHRISTOPHER, FRANKIPARTNER, CHIEF COMPLIANCE OFFICERC Control
DANIELS, CHRISTOPHER, FRANKIPARTNERC Control
DANIELS, CHRISTOPHER, FRANKIPARTNER, CHIEF COMPLIANCE OFFICERC Control
DANIELS, CHRISTOPHER, FRANKIPARTNERC Control
DANIELS, CHRISTOPHER, FRANKIPARTNERC Control
DANIELS, CHRISTOPHER, FRANKIPARTNERC Control
DANIELS, CHRISTOPHER, FRANKIPARTNERC Control
DANIELS, CHRISTOPHER, FRANKIPARTNERC Control
DANIELS, CHRISTOPHER, FRANKIPARTNERC Control
DANIELS, DEVON, WILLIAMSIPARTNERC Control
DANIELS, DEVON, WILLIAMSIPARTNERC Control
DANIELS, DEVON, WILLIAMSIPARTNERC Control
DANIELS, DEVON, WILLIAMSIPARTNERC Control
DANIELS, DEVON, WILLIAMSIPARTNERC Control
DANIELS, DEVON, WILLIAMSIPARTNERC Control
DANIELS, DEVON, WILLIAMSIPARTNERC Control
DANIELS, DEVON, WILLIAMSIPARTNERC Control
DANIELS, DEVON, WILLIAMSIPARTNERC Control
DANIELS, DEVON, WILLIAMSIPARTNERC Control
DANIELS, DEVON, WILLIAMSIPARTNERC Control
DANIELS, DEVON, WILLIAMSIPARTNERC Control
DANIELS, DEVON, WILLIAMSIPARTNERC Control
DANIELS, DEVON, WILLIAMSIPARTNERC Control
DANIELS, DEVON, WILLIAMSIPARTNERC Control
DANIELS, DEVON, WILLIAMSIPARTNERC Control
DANIELS, DEVON, WILLIAMSIPARTNERC Control
DANIELS, DEVON, WILLIAMSIPARTNERC Control
DANIELS, DEVON, WILLIAMSIPARTNERC Control
DANIELS, DEVON, WILLIAMSIPARTNERC Control
DANIELS, DEVON, WILLIAMSIPARTNERC Control
DANIELS, DEVON, WILLIAMSIPARTNERC Control
DANIELS, DEVON, WILLIAMSIPARTNERC Control
DANIELS, DEVON, WILLIAMSIPARTNERC Control
DANIELS, DEVON, WILLIAMSIPARTNERC Control
DANIELS, DEVON, WILLIAMSIPARTNERC Control
DANIELS, DEVON, WILLIAMSIPARTNERC Control
DANIELS, DEVON, WILLIAMSIPARTNERC Control
DANIELS, DEVON, WILLIAMSIPARTNERC Control
DANIELS, DEVON, WILLIAMSIPARTNERC Control
DANIELS, DEVON, WILLIAMSIPARTNERC Control
TANSEY, ANN, TAYLORIPARTNERC Control
TANSEY, ANN, TAYLORIPARTNERC Control
TANSEY, ANN, TAYLORIPARTNERC Control
TANSEY, ANN, TAYLORIPARTNERC Control
TANSEY, ANN, TAYLORIPARTNERC Control
TANSEY, ANN, TAYLORIPARTNERC Control
TANSEY, ANN, TAYLORIPARTNERC Control
TANSEY, ANN, TAYLORIPARTNERC Control
TANSEY, ANN, TAYLORIPARTNERC Control
BENSON, SUSAN, P.IPARTNERB Control
BENSON, SUSAN, P.IPARTNERB Control
BENSON, SUSAN, P.IPARTNERB Control
BENSON, SUSAN, P.IPARTNERB Control
BENSON, SUSAN, P.IPARTNERB Control
BENSON, SUSAN, P.IPARTNERB Control
BENSON, SUSAN, P.IPARTNERB Control
BENSON, SUSAN, P.IPARTNERB Control
BENSON, SUSAN, P.IPARTNERB Control
BENSON, SUSAN, P.IPARTNERB Control
BENSON, SUSAN, P.IPARTNERB Control
BENSON, SUSAN, P.IPARTNERB Control
BENSON, SUSAN, P.IPARTNERB Control
BENSON, SUSAN, P.IPARTNERB Control
BENSON, SUSAN, P.IPARTNERB Control
BENSON, SUSAN, P.IPARTNERB Control
BENSON, SUSAN, P.IPARTNERB Control
BENSON, SUSAN, P.IPARTNERB Control
BENSON, SUSAN, P.IPARTNERB Control
BENSON, SUSAN, P.IPARTNERB Control
BENSON, SUSAN, P.IPARTNERB Control
BENSON, SUSAN, P.IPARTNERB Control
BENSON, SUSAN, P.IPARTNERB Control
BENSON, SUSAN, P.IPARTNERB Control
BENSON, SUSAN, P.IPARTNERB Control
BENSON, SUSAN, P.IPARTNERB Control
BENSON, SUSAN, P.IPARTNERB Control
BENSON, SUSAN, P.IPARTNERB Control
BENSON, SUSAN, P.IPARTNERB Control
BENSON, SUSAN, P.IPARTNERB Control
BENSON, SUSAN, P.IPARTNERB Control
BENSON, SUSAN, P.IPARTNERB Control
BENSON, SUSAN, P.IPARTNERB Control
BENSON, SUSAN, P.IPARTNERB Control
BENSON, SUSAN, P.IPARTNERB Control
BENSON, SUSAN, P.IPARTNERB Control
BENSON, SUSAN, P.IPARTNERB Control
DANIELS, CHRISTOPHER, FRANKIPARTNERB Control
DANIELS, CHRISTOPHER, FRANKIPARTNERB Control
DANIELS, CHRISTOPHER, FRANKIPARTNER AND CHIEF COMPLIANCE OFFICERB Control
DANIELS, CHRISTOPHER, FRANKIPARTNER AND CHIEF COMPLIANCE OFFICERB Control
DANIELS, CHRISTOPHER, FRANKIPARTNERB Control
DANIELS, CHRISTOPHER, FRANKIPARTNERB Control
DANIELS, CHRISTOPHER, FRANKIPARTNERB Control
DANIELS, CHRISTOPHER, WILLIAMSIPARTNERB Control
DANIELS, CHRISTOPHER, WILLIAMSIPARTNERB Control
DANIELS, DEVON, WILLIAMSIPARTNERB Control
DANIELS, DEVON, WILLIAMSIPARTNERB Control
DANIELS, DEVON, WILLIAMSIPARTNERB Control
DANIELS, DEVON, WILLIAMSIPARTNERB Control
DANIELS, DEVON, WILLIAMSIPARTNERB Control
DANIELS, DEVON, WILLIAMSIPARTNERB Control
DANIELS, DEVON, WILLIAMSIPARTNERB Control
Daniels, Thomas, JordanICHIEF COMPLIANCE OFFICER,B Control
Daniels, Thomas, JordanICHIEF COMPLIANCE OFFICER,B Control
MCINTOSH, ADELE, P.IPARTNERB Control
MCINTOSH, ADELE, P.IPARTNERB Control
MCINTOSH, ADELE, P.IPARTNERB Control
MCINTOSH, ADELE, P.IPARTNERB Control
MCINTOSH, ADELE, P.IPARTNERB Control
MCINTOSH, ADELE, P.IPARTNERB Control
MCINTOSH, ADELE, P.IPARTNERB Control
MCINTOSH, ADELE, P.IPARTNERB Control
MCINTOSH, ADELE, P.IPARTNERB Control
MCINTOSH, ADELE, P.IPARTNERB Control
MCINTOSH, ADELE, P.IPARTNERB Control
MCINTOSH, ADELE, P.IPARTNERB Control
MCINTOSH, ADELE, P.IPARTNERB Control
MCINTOSH, ADELE, P.IPARTNERB Control
MCINTOSH, ADELE, P.IPARTNERB Control
MCINTOSH, ADELE, P.IPARTNERB Control
MCINTOSH, ADELE, P.IPARTNERB Control
MCINTOSH, ADELE, P.IPARTNERB Control
MCINTOSH, ADELE, P.IPARTNERB Control
MCINTOSH, ADELE, P.IPARTNERB Control
MCINTOSH, ADELE, P.IPARTNERB Control
MCINTOSH, ADELE, P.IPARTNERB Control
MCINTOSH, ADELE, P.IPARTNERB Control
MCINTOSH, ADELE, P.IPARTNERB Control
MCINTOSH, ADELE, P.IPARTNERB Control
MCINTOSH, ADELE, P.IPARTNERB Control
MCINTOSH, ADELE, P.IPARTNERB Control
MCINTOSH, ADELE, P.IPARTNERB Control
MCINTOSH, ADELE, P.IPARTNERB Control
MCINTOSH, ADELE, P.IPARTNERB Control
MCINTOSH, ADELE, P.IPARTNERB Control
MCINTOSH, ADELE, P.IPARTNERB Control
MCINTOSH, ADELE, P.IPARTNERB Control
MCINTOSH, ADELE, P.IPARTNERB Control
MCINTOSH, ADELE, P.IPARTNERB Control
MCINTOSH, ADELE, P.IPARTNERB Control
MCINTOSH, ADELE, P.IPARTNERB Control
MCINTOSH, ADELE, P.IPARTNERB Control
RITTER, MARGARET, CIPARTNER, PORTFOLIO MANAGERB Control
RITTER, MARGARET, CIPARTNER, PORTFOLIO MANAGERB Control
SMITH, JONATHAN, DARRELLIPARTNER, CHIEF INVESTMENT OFFICERB Control
SMITH, JONATHAN, DARRELLIPARTNER, CHIEF INVESTMENT OFFICERB Control
SMITH, JONATHAN, DARRELLIPARTNER, CHIEF INVESTMENT OFFICERB Control
SMITH, JONATHAN, DARRELLIPARTNER, CHIEF INVESTMENT OFFICERB Control
SMITH, JONATHAN, DARRELLIPARTNER, CHIEF INVESTMENT OFFICERB Control
SMITH, JONATHAN, DARRELLIPARTNER, CHIEF INVESTMENT OFFICERB Control
ZIMMERMAN, ANDREW, CHRISTOPHERIPARTNER, CHIEF INVESTMENT STRATEGISTB Control
ZIMMERMAN, ANDREW, CHRISTOPHERIPARTNER, CHIEF INVESTMENT STRATEGISTB Control
ZIMMERMAN, ANDREW, CHRISTOPHERIPARTNER, CHIEF INVESTMENT STRATEGISTB Control
ZIMMERMAN, ANDREW, CHRISTOPHERIPARTNER, CHIEF INVESTMENT STRATEGISTB Control
ZIMMERMAN, ANDREW, CHRISTOPHERIPARTNER, CHIEF INVESTMENT STRATEGISTB Control
ZIMMERMAN, ANDREW, CHRISTOPHERIPARTNER, CHIEF INVESTMENT STRATEGISTB Control
DEANGELO, TIMOTHY, JOHNICHIEF INVESTMENT STRATEGISTA

Registrations

Federal

IA
Mar 20, 2023 REGISTERED

Notice Filings (9)

DE FL MD NC NH NJ NY PA VA

Address

1013 CENTRE ROAD
SUITE 220
WILMINGTON, DE 19805
United States
Phone: 302-594-1070