The Dala Group
Financial Services
2815 Forbs Avenue
8 employees
- Employees
- 8
- Contacts
- 3
- Emails
- 3
The Dala Group Overview
- Headquarters
- 2815 Forbs Avenue
- Phone Number
- Available in AeroLeads
- Website
- thedalagroup.com
- Industry
- Financial Services
- Employees
- 8
- Founded
- 2018
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About The Dala Group
The Dala Group is a wealth management firm founded on the simple principle that good stewardship can lead to financial freedom. At The Dala Group, we start with a review of your financial picture. We then partner with you to plan for the unexpected, efficiently manage your investments, and design a blueprint for your future. We will be there each step of the way as you move towards the lifestyle you desire and ultimately, the legacy you want to leave. The Dala Group, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where The Dala Group, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by The Dala Group, LLC unless a client service agreement is in place.
The Dala Group Contact Details
- People in AeroLeads
- 3
- With contact data
- 3
- Email contacts
- 3
- 100.0% coverage
The Dala Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Stacy Bromann | Wealth Advisor | Huntley, Illinois, United States |
Email
|
| Trey Roach | Associate Wealth Advisor at the Dala | Naperville, Illinois, United States |
Email
|
| Mike Heatwole, Cfp®, Awma® | Founder and CEO at the Dala Group | Hoffman Estates, Illinois, United States |
Email
|
Employees by Management Level
Executive
2 profiles
Associate / junior
2 profiles
Individual contributor
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 2 | 2 | 0 |
| Executive | 2 | 2 | 0 |
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