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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-21-2018
- Office Locations
- 1
Office Locations
About THE Dala Group, LLC
The Dala Group, LLC is a Hoffman Estates, IL wealth management firm providing financial planning and ongoing investment management for families navigating retirement and beyond. The team builds a holistic blueprint—reviewing your full financial picture, planning for the unexpected, and designing legacy-focused strategies. Named to Newsweek’s America’s Top Financial Advisory Firms 2026 list, and custodies client assets with Charles Schwab & Co.
Team overview
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CRM
Custodian
Investment Themes
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Owner & Executives
MICHAEL DAVID HEATWOLE
Chief Compliance Officer
- CRD
- #6120770
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Dana Rose Arvanites
--
- CRD
- #7242118
TINA MARIE BARRILE
--
- CRD
- #4878338
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $259,507,306 | $243,898 |
| Non-Discretionary | $5,708,887 | $356,805 |
| Total | $265,216,193 | $245,571 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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