DANIELS + TANSEY, L.L.P.
SEC file number 801-62663
· WILMINGTON, DE
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$535.1M
Discretionary AUM
$515.3M
Employees
9
Clients
9
Firm
- Address
- 1013 CENTRE ROAD
WILMINGTON, DE 19805 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Waypoint FL Daniels Preferred, LLC Low name-match confidence · CIK 2143530 · FL
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Waypoint FL Daniels Preferred, LLC · D · Jul 8, 2026