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| The DALA Group LLC
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| |
|---|---|
| CRD # | 291828 |
| SEC # | 801-127948 |
| CIK # | |
| AUM | $127.9 MM (2024-08-22) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 847-485-0248 |
| Address | 2815 Forbs Ave, Suite 107 Hoffman Estates, IL 60192 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 155 | 46.8 |
| (b) Individuals (high net worth individuals) | 54 | 79.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 753 | 127.9 |
| By Discretionary | ||
| Discretionary | 739 | 123.0 |
| Non-Discretionary | 14 | 4.8 |
| Total | 753 | 127.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 127.9 | |
| Total | 753 | 127.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Palos Management Inc
✚
|
0.1 | |
|
Monetary Solutions Ltd
✚
|
OH | 0.1 |
|
RLB Financial LLC
✚
|
MO | 0.1 |
|
Investment & Retirement Advisors LLC
✚
|
TN | 0.1 |
|
Read & Powell Financial Services LLC
✚
|
NV | 0.1 |
|
Independence Wealth Advisors LLC
✚
|
OH | 0.1 |
|
Kestrel Wealth Management LLC
✚
|
IN | 0.1 |
|
Lanier Financial Group LLC
✚
|
GA | 0.1 |
|
Spinosa Wealth Management Group LLC
✚
|
LA | 0.1 |
|
F5 Financial Planning LLC
✚
|
IL | 0.1 |