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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-16-2017
- Office Locations
- 1
Office Locations
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.
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Owner & Executives
ZAIM [NO MIDDLE NAME] HAJDARI
Chief Compliance Officer, Managing Member, President
- CRD
- #2559697
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $126,800,921 | $284,946 |
| Non-Discretionary | $6,244,992 | $520,416 |
| Total | $133,045,913 | $291,129 |
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Separately Managed Accounts
Total SMA Asset: 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 |
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