The Hajdari Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
The Hajdari Group reports 254 clients. They include 193 individual clients, 48 high-net-worth individuals, and 13 pension and profit-sharing plans. Of its assets, 95.3% ($127M across 445 accounts) are managed with discretion; $6.24M across 12 accounts are not. It advised 11 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 76% | 33% |
| High-net-worth individuals | 19% | 64% |
| Pension and profit-sharing plans | 5% | 1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 193 | $44.3M | 33.3% | $229K |
| High-net-worth individuals | 48 | $85.8M | 64.5% | $1.79M |
| Pension and profit-sharing plans | 13 | $1.73M | 1.3% | $133K |
| Corporations and other businesses | Fewer than 5 | $1.26M | 0.9% | — |
| Total | 254 | $133M | 100% | — |
- Clients
- 193
- Regulatory AUM
- $44.3M
- AUM share
- 33.3%
- Avg. per client
- $229K
- Clients
- 48
- Regulatory AUM
- $85.8M
- AUM share
- 64.5%
- Avg. per client
- $1.79M
- Clients
- 13
- Regulatory AUM
- $1.73M
- AUM share
- 1.3%
- Avg. per client
- $133K
- Clients
- Fewer than 5
- Regulatory AUM
- $1.26M
- AUM share
- 0.9%
- Avg. per client
- —
Total
- Clients
- 254
- Regulatory AUM
- $133M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 11
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
The Hajdari Group charges 0.50%–2.00% a year for its Investment Management Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Billed at $500 per hour, subject to a minimum hour requirement, or as a fixed fee negotiated from the expected hours at that hourly rate.
Zaim Hajdari owns 75% or more of The Hajdari Group. The leadership team of The Hajdari Group includes President Zaim Hajdari. It has 2 employees, 1 of them in advisory roles.
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 75% or more of The Hajdari Group, LLC
Zaim Hajdari
Control person · since July 2017
The Hajdari Group’s regulatory assets grew 1.9× from $70.1M (March 2021) to $133M (March 2026); clients rose from 190 to 254 and employees fell from 3 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $133M | 254 | 2 | 1 |
| Mar 2025March 2025 | $111M | 228 | 2 | 1 |
| Mar 2024March 2024 | $84.7M | 223 | 3 | 1 |
| Jun 2023June 2023 | $78.6M | 230 | 3 | 1 |
| Mar 2022March 2022 | $79.3M | 204 | 3 | 1 |
| Mar 2021March 2021 | $70.1M | 190 | 3 | 1 |
Besides its headquarters, The Hajdari Group has 0 offices, with 1 listed address in 1 state.
New York · 1 listed address
- 1491 Richmond Road, Staten IslandHQ
Contact and registration details
- Legal name
- The Hajdari Group, LLC
- Headquarters
- 1491 Richmond Road, Staten Island, NY 10304
- Website
- thehajdarigroup.com
- Phone
- 212-381-0050
- SEC file
- 801-111001
- Structure
- New York LLC
- Fiscal year end
- December
The Hajdari Group’s named custodian for separately managed accounts is Charles Schwab ($131M). The Hajdari Group does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $131M100%
At year end, The Hajdari Group’s separately managed accounts were mostly in funds (77%) and bonds (11%).
What the accounts hold
- Stocks9%
- Funds77%
- Registered funds75%
- Pooled vehicles2%
- Bonds11%
- Cash3%
How many clients does The Hajdari Group have?
The Hajdari Group has 254 clients and manages $133 million for them, as of March 2026. They include 193 individual clients, 48 high-net-worth individuals, and 13 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 March 2026
What services does The Hajdari Group offer?
The Hajdari Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does The Hajdari Group charge?
The Hajdari Group charges 0.50%–2.00% a year for its Investment Management Services. The fee is billed in advance and is negotiable.
Source: HAJDARI GROUP DISCLOSURE BROCHURE, filed 20 March 2026
Which custodians does The Hajdari Group use?
The Hajdari Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $131M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 March 2026
How many financial advisors does The Hajdari Group have?
The Hajdari Group has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does The Hajdari Group invest in?
At the end of its last fiscal year, The Hajdari Group’s separately managed accounts held 75% registered funds (mutual funds, ETFs, BDCs), 11% U.S. government and agency bonds, 9% exchange-traded equities, 3% cash and equivalents and 2% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns The Hajdari Group?
The Hajdari Group’s direct owner is Zaim Hajdari (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 20 March 2026
How does The Hajdari Group get paid?
The Hajdari Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact The Hajdari Group?
The Hajdari Group’s main office is at 1491 Richmond Road, Staten Island, NY 10304. Its phone number is 212-381-0050. Its website is thehajdarigroup.com.
