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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