Daniels Tansey LLP
- Assets, Funds, Holdings
| Daniels Tansey LLP
|
|---|
| CRD # | 127816 |
| SEC # | 801-62663 |
| CIK # | 0001478179 |
| AUM |
|
| Employees |
9 (67% Investors, 0% Brokers)
|
| Phone | 302-594-1070 |
| Address | 1013 Centre Road
Wilmington, DE 19805 |
| Source |
[IAPD]
[EDGAR]
[Website] [Facebook]
|
|
Total AUM ($MM)
|
|---|
|
|
| Sector |
Form 13F Holdings |
Cap ($BB) |
Value ($BB) |
|---|
|
MSFT
|
1,918.2 |
0.0 |
|
DOW
|
38.2 |
0.0 |
|
AAPL
|
2,382.8 |
0.0 |
|
JNJ
|
465.6 |
0.0 |
|
PSX
|
42.7 |
0.0 |
|
JPM
|
340.2 |
0.0 |
|
DD
|
29.2 |
0.0 |
|
UNP
|
134.0 |
0.0 |
| |
| |
| |
| Holdings by Sector ($BB) |
|---|
|
|
| AUM Breakdown |
Accounts |
AUM ($MM) |
|---|
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
162
|
54.2 |
| (b) Individuals (high net worth individuals) |
150
|
469.3 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
4 |
2.4 |
| (h) Charitable organizations |
11 |
8.8 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
1 |
0.3 |
| (n) Other |
0 |
0.0 |
| Total |
923 |
535.1 |
| By Discretionary |
| Discretionary |
779 |
515.3 |
| Non-Discretionary |
144 |
19.8 |
| Total |
923 |
535.1 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
535.1 |
| Total |
923 |
535.1 |
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