AdvisorOS Directory
Claim Profile
MH

Michael David Heatwole

THE DALA GROUP, LLC·HOFFMAN ESTATES, Illinois
Unclaimed Profile
2815 FORBS AVE, SUITE 107, HOFFMAN ESTATES, IL 60192CRD# 6120770Firm CRD# 291828
01

About

Michael David Heatwole is a registered financial advisor based in HOFFMAN ESTATES, Illinois, affiliated with THE DALA GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THE DALA GROUP, LLC
THE DALA GROUP, LLC
AUM
$128M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at THE DALA GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6120770
Firm CRD# 291828
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HOFFMAN ESTATES?

Browse all registered financial advisors in HOFFMAN ESTATES, Illinois or claim this profile if it's yours.

Browse HOFFMAN ESTATES AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Michael David Heatwole offer?
Michael David Heatwole specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOFFMAN ESTATES, Illinois for a consultation.
What are Michael David Heatwole's credentials?
Michael David Heatwole is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael David Heatwole located?
Michael David Heatwole is based in HOFFMAN ESTATES, Illinois, working with THE DALA GROUP, LLC. Their office serves clients in the HOFFMAN ESTATES metropolitan area and surrounding communities.
How does Michael David Heatwole charge for services?
Michael David Heatwole's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE DALA GROUP, LLC?
THE DALA GROUP, LLC has approximately 4 employees and manages $128M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in HOFFMAN ESTATES
Heather J Larson — CLEARWATER CAPITAL ADVISORS, LLCJohn Edward Chapman — CLEARWATER CAPITAL ADVISORS, LLCLeonard George Borhart — CLEARWATER CAPITAL ADVISORS, LLCAlan Rodney Krause — CLEARWATER CAPITAL ADVISORS, LLCJeffrey Paul Dehaan — CLEARWATER CAPITAL ADVISORS, LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile