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THE DALA GROUP, LLC
CRD 291828 · SEC 801-127948
2800 W. HIGGINS RD., STE. 895, HOFFMAN ESTATES, IL, 60169, United States
Phone
847-485-0248
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$265.2M
Discretionary AUM
$259.5M
Team
11 total employees; 7 advisory reps; 21 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Commissions
Org form
Limited Liability Company
Filing date
2026-05-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 192 | $87.6M |
| High net worth individuals | 70 | $177.6M |
States served
IL, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD