A complete list of active advisors currently associated with The Dala Group, LLC

Warmer can help you find a great advisor at The Dala Group, LLC or one who fits your needs even better.

The Dala Group, LLC provides portfolio management, comprehensive financial planning, and limited financial consulting to individuals (including high-net-worth clients) and business entities, and it also advises on retirement-plan assets. Portfolio management is offered through ongoing planning topics such as cash flow, insurance, tax planning, retirement income, and estate planning, and the firm serves both discretionary and non-discretionary client mandates. The firm manages client accounts using multi‑disciplinary analysis and asset-allocation strategies and implements portfolios composed of stocks, bonds, ETFs, mutual funds and other public securities, with regular monitoring and rebalancing. It may use institutional share classes, recommend individual fixed‑income purchases via an outside bond dealer that places bonds into client custody, and provides ad‑hoc two‑hour consulting engagements for limited planning needs. Noteworthy for a team adviser of its size, TDG operates exclusively as a wrap fee program sponsor for its comprehensive portfolio management service, a model that the brochure describes as integral to how it delivers trading and advisory services. The firm’s ADV also indicates the use of testimonials and endorsements in its advertising, and the brochure discloses that certain managers are licensed insurance agents who may receive commission compensation for insurance products, a potential conflict the firm identifies and discloses.

To learn more about the advisors currently working at The Dala Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.