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Building 2THE DALA GROUP, LLC

Map pinHOFFMAN ESTATES, IL
Phone(224) 600-2372
NotebookSEC #801-112660
Total AUM
$24.6M
Employees
1
Clients
108

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2815 FORBS AVE, SUITE 107
HOFFMAN ESTATES
IL 60192
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(224) 600-2372

ReceiptFinancials

Total AUM
$24.6M
Accounts
261
Discretionary
$22.5M
Accounts
259
Non-Discretionary
$2.1M
Accounts
2

ContactClients

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Individual Clients
95
AUM
$19.5M
HNW Individual Clients
5
AUM
$5M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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