DANIELS + TANSEY, L.L.P.

Advisory Business

Type of Organization	Limited Liability Partnership
Fiscal Year End	DECEMBER
Legal Location	Delaware, United States

Employees

Total Number of Employees	9
Investment Advisory/Research	6
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	6
Licensed Agents of an Insurance Company	2
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	779	$515.3M
Non-Discretionary	144	$19.8M
Total	923	$535.1M

Clients

Type	Number	RAUM
Individuals	162	$54.2M
HNW Individuals	150	$469.3M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$2.4M
Charitable organizations	11	$8.8M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	<5	$286,877
Other	0	$0

Type	Number
No. of Non-RAUM Clients	9
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	51-100

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesCONSULTATION, EXPERT WITNESS,LITIGATION SUPPORT
Compensation	% of AUMHourly chargesFixed fees
Other Business Activities	Insurance broker or agentAccountant or accounting firm

Identifiers

SEC RIA File Number	801-62663
SEC ERA File Number	801-62663
SEC CIK Numbers	1478179
SEC CRD Numbers	127816
Legal Entity Identifier	None

Principal Office

1013 CENTRE ROAD
SUITE 220
WILMINGTON
DE
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic