THE DALA GROUP, LLC
Total AUM
$24.6M
Employees
1Clients
108Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2815 FORBS AVE, SUITE 107
HOFFMAN ESTATES
IL 60192
United States
HOFFMAN ESTATES
IL 60192
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Monday - Friday
Phone
(224) 600-2372
Financials
Total AUM
$24.6M
Accounts
261Discretionary
$22.5M
Accounts
259Non-Discretionary
$2.1M
Accounts
2
Clients
Individual Clients
95AUM
$19.5M
HNW Individual Clients
5AUM
$5M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ILTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.