The Dala Group, LLC

The Dala Group, LLC (CRD# 291828) is a financial advisory firm headquartered in Hoffman Estates, IL. They manage $127,872,452 in 753 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
2815 Forbs Ave, Suite 107, Hoffman Estates, IL 60192
https://www.linkedin.com/in/mikeheatwole/
By the Numbers
  • Total Assets Under Management
    128
    MILLION
  • Total Number of Accounts
    753
    ACCOUNTS
  • Average Account Value
    $169,817
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, TX, WI

Financial Advisors at The Dala Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Stacy Bromann, financial advisor Hoffman Estates IL
Stacy J. Bromann
CRD#: 5789640
2815 Forbs Ave, Suite 107, Hoffman Estates, IL 60192

Stacy Bromann (CRD# 5789640) is an Investment Advisor Representative working at The Dala Group, LLC in Hoffman Estates, IL and has over 13 years of experience in the finance industry.

2
Michael Heatwole, financial advisor Hoffman Estates IL
Michael D. Heatwole
CRD#: 6120770
2815 Forbs Avenue, Suite 107, Hoffman Estates, IL 60192

Michael Heatwole (CRD# 6120770) is an Investment Advisor Representative working at The Dala Group, LLC in Hoffman Estates, IL and has over 11 years of experience in the finance industry.

3
Kimberly Velasco, financial advisor Hoffman Estates IL
Kimberly C. Velasco
CRD#: 6400320
2815 Forbs Ave, Suite 107, Hoffman Estates, IL 60192

Kimberly Velasco (CRD# 6400320) is an Investment Advisor Representative working at The Dala Group, LLC in Hoffman Estates, IL and has over 9 years of experience in the finance industry.

4
Michael Hollis, financial advisor Hoffman Estates IL
Michael Hollis
CRD#: 7737658
2815 Forbs Ave, Suite 107, Hoffman Estates, IL 60192

Michael Hollis (CRD# 7737658) is an Investment Advisor Representative working at The Dala Group, LLC in Hoffman Estates, IL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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