The Dala Group, LLC
Firm details
- Headquarters
- Hoffman Estates, Illinois
- CRD number
- 291828
- Registered since
- May 5, 2023
- Website
- thedalagroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Commissions
- Client types
- HNWI66.98%
- Individuals33.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
The Dala Group, LLC is an independent registered investment adviser that focuses on individual and family clients. The firm is registered with the SEC (registered in 2023) and operates as a limited liability company owned by a domestic entity and/or individual. Its advisory offering spans financial planning and portfolio management for individuals, small businesses, and other businesses or institutions, and the firm also acts as an insurance broker. Its fee schedule includes asset-based fees, hourly charges, and commission arrangements. The firm does not identify as an active ESG investor and is not described as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Exchange Traded Equities21%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds4%
- State & Local Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$100M in ETFs
84%
$84.2M
2%
$15.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| XTRACKERS MSCI EAFE HEDGED EQUITY ETF (DBEF) | DWS | Passive | Foreign Large Blend | $18.7M | 340,881 | 18.72% |
Location
Hoffman Estates, IL
Lake
Location
Hoffman Estates, IL
Headquartered in Hoffman Estates, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Lake
- Address
- 2800 W Higgins Rd
- Time zone
- CT (UTC-6)
- Office locations
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