TB
CFA · CFP
TB
CFA · CFP

Tina Barrile

19 Years of Experience
Hoffman Estates, IL

Tina Barrile is a CFA, CFP-designated registered investment advisor at The Dala Group, LLC, based in Hoffman Estates, IL, with 19 years of industry experience. Tina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Retirement Planning, and 1 more. Their firm serves 239 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
239 clients
Average Client Portfolio
$810K average
Assets Under Management
$193.7M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$4,800

The Dala Group offers portfolio management services only through wrapped accounts. The minimum fee for this service is $4,800 per year. Fees are billed monthly in arrears based on the market value of your portfolio on the daily time-weighted average of the month. More information can be found in the firm's Wrap Fee Program Brochure.

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Location

2815 Forbs Ave, Suite 107, Hoffman Estates, IL, 60192

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
The Dala Group, LLC
April 2025 - Present · 1 yr
Previous Registrations
Ci Private Wealth
December 2022 - April 2023 · 4 mos
Balasa Dinverno Foltz LLC
January 2020 - March 2023 · 3 yrs 2 mos
Hemsley Advisors, LTD.
November 2004 - December 2019 · 15 yrs 1 mo
State Registrations1 state
IL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.