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THE DALA GROUP, LLC
2815 Forbs Ave, Suite 107
Hoffman Estates, Illinois 60192
Tel: 847-485-0248
About THE DALA GROUP, LLC
THE DALA GROUP, LLC, formally registered with the SEC as THE DALA GROUP, LLC. The firm was established in 05/05/2023. They have over 1 offices throughout the country.
THE DALA GROUP, LLC is a Hoffman Estates, Illinois based Financial Planning firm with nearly $193,658,200 assets under management, offering retirement planning & investment advisory services to 982 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 291828 |
| SEC# | 801-127948 |
| Assets Managed by Firm | $193,658,200 |
| No. of Clients | 982 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 982 | $193,658,200 |
| Individuals (other than high net worth individuals) | 163 | $151,985,219 |
| High net worth individuals | 76 | $41,672,981 |
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