# DANIELS + TANSEY, L.L.P.

DANIELS + TANSEY, L.L.P. of WILMINGTON, DE is an SEC-registered investment adviser.

## Registration

- CRD: 127816
- Type: SEC-registered investment adviser
- SEC file number: 801-62663
- Location: 1013 CENTRE ROAD, SUITE 220, WILMINGTON, DE, 19805
- Phone: 302-594-1070
- Latest filing: 2023-03-20
- Regulatory AUM: $535.1M
- Discretionary AUM: $515.3M
- Non-discretionary AUM: $19.8M
- Clients: 9
- Accounts: 923

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| ZIMMERMAN ANDREW CHRISTOPHER | PARTNER, CHIEF INVESTMENT STRATEGIST | — |
| DANIELS CHRISTOPHER FRANK | PARTNER; PARTNER AND CHIEF COMPLIANCE OFFICER; PARTNER, CHIEF COMPLIANCE OFFICER | — |
| DANIELS DEVON WILLIAMS | PARTNER | — |
| TANSEY ANN TAYLOR | PARTNER | — |
| MCINTOSH ADELE P | PARTNER | — |
| BENSON SUSAN P | PARTNER | — |
| BIDDLE GEORGE DAVID | PARTNER | — |
| SMITH JONATHAN DARRELL | PARTNER, CHIEF INVESTMENT OFFICER | — |
| MULLEN DANIEL NEUMANN | CHIEF COMPLIANCE OFFICER | — |
| RITTER MARGARET C | PARTNER, PORTFOLIO MANAGER | — |
| Daniels Thomas Jordan | CHIEF COMPLIANCE OFFICER,; CHIEF COMPLIANCE OFFICER, PARTNER | — |
| DEANGELO TIMOTHY JOHN | CHIEF INVESTMENT STRATEGIST | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/127816/brochure
- Similar advisers: https://search.stillhousedata.com/firm/127816/similar
- Related entities: https://search.stillhousedata.com/firm/127816/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/127816

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.