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Building 2THE DALA GROUP, LLC

Map pinHOFFMAN ESTATES, IL
Phone847-485-0248
NotebookSEC #801-127948
Total AUM
$265.2M
Employees
11
Clients
262

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2800 W. HIGGINS RD.
STE. 895
HOFFMAN ESTATES
IL 60169
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
847-485-0248

ReceiptFinancials

Total AUM
$265.2M
Accounts
1,080
Discretionary
$259.5M
Accounts
1,064
Non-Discretionary
$5.7M
Accounts
16

ContactClients

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Individual Clients
192
AUM
$87.6M
HNW Individual Clients
70
AUM
$177.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILTXWI

HandshakeAffiliates

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

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