AdvizorPro
THE Hajdari Group, LLC

THE Hajdari Group, LLC. CRD 289331

THE Hajdari Group, LLC logo

CRD: 289331

THE Hajdari Group, LLC

$133.0M Total AUM
$126.8M Disc. AUM
17.3% 3Y CAGR
2 Employees
265 ADV. Clients
8 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Available
Established Date
08-16-2017
Office Locations
1

Office Locations

1491 Richmond Road Staten Island NY

About THE Hajdari Group, LLC

The Hajdari Group, LLC is a Staten Island, NY-based RIA providing asset allocation, financial planning, tax planning, and insurance/annuity guidance. The firm serves individuals including entrepreneurs and retirees, building portfolios that can incorporate public funds and ETFs alongside other investment alternatives. Clients receive access to MoneyGuidePro as part of the planning process, and the firm custody relationship includes Charles Schwab.

Team overview

-- AVG AGE
$133.0M AVG AUM / ADVISOR
$502.1K AVG AUM / CLIENT
0.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age

Insights

Available
Available
Available
Available
Available
Available
Available
Available

Asset Classes

Available

Client Personas

Available

Custodian

Available

Fund Managers

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

ZAIM [NO MIDDLE NAME] HAJDARI

ZAIM [NO MIDDLE NAME] HAJDARI

Chief Compliance Officer, Managing Member, President

CRD
#2559697
Ownership
75% or more
Available
Available
Available

Showing 1 of 1 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 1 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-08-2022
08-28-2023
03-13-2024
03-18-2025
03-20-2026
Category Assets AVG. Account size
Discretionary $126,800,921 $284,946
Non-Discretionary $6,244,992 $520,416
Total $133,045,913 $291,129

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Public Funds:
Available
U.S. Government/Agency:
Available
Equity - Exchange:
Available
Cash:
Available
Private Funds:
Available
Asset class Assets Assets %
Public Funds Available Available
U.S. Government/Agency Available Available
Equity - Exchange Available Available
Cash Available Available
Private Funds Available Available
Total Available Available

Continue browsing

View all advisor firms in New York

Start a free trial and
prospect smarter