{"url":"https://nivawealth.com/firms/the-hajdari-group-289331","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/289331","regulatoryAum":133045913,"crd":"289331","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2559697","suffix":null,"lastName":"HAJDARI","firstName":"ZAIM","middleName":"[NO MIDDLE NAME]"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-15","regulatoryAum":70064615,"clients":190,"employees":3,"offices":1},{"filedOn":"2022-03-22","regulatoryAum":79315055,"clients":204,"employees":3,"offices":1},{"filedOn":"2023-06-02","regulatoryAum":78560603,"clients":230,"employees":3,"offices":1},{"filedOn":"2024-03-13","regulatoryAum":84685050,"clients":223,"employees":3,"offices":1},{"filedOn":"2025-03-18","regulatoryAum":111387983,"clients":228,"employees":2,"offices":1},{"filedOn":"2026-03-20","regulatoryAum":133045913,"clients":254,"employees":2,"offices":1}],"secFileNumber":"801-111001","legalName":"The Hajdari Group, LLC","displayName":"The Hajdari Group","slug":"the-hajdari-group-289331","website":"https://thehajdarigroup.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/289331/3ed17b91f1cc2921-r1.webp","tone":"light","width":536,"height":200,"sourceUrl":"https://thehajdarigroup.com/","sourceLabel":"The Hajdari Group, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"xUrl":"https://twitter.com/thehajdarigroup?lang=en","founded":null,"organization":"New York limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1491 Richmond Road","city":"Staten Island","state":"NY","stateName":"New York","country":"United States","postalCode":"10304"},"tradeNames":[],"registration":{"secApproved":"16 August 2017","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":539655.5975103735,"staff":{"employees":2,"advisory":1,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":133045913,"discretionary":126800921,"discretionaryAccounts":445,"nonDiscretionary":6244992,"nonDiscretionaryAccounts":12,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":11},"clientTypes":[{"label":"Individuals (other than HNW)","clients":193,"regulatoryAum":44253651},{"label":"High-net-worth individuals","clients":48,"regulatoryAum":85803348},{"label":"Pension and profit-sharing plans","clients":13,"regulatoryAum":1730815},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":1258099}],"feePrograms":[{"role":"main","program":"Investment Management Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022790","versionId":1022790,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-20","documentName":"HAJDARI GROUP DISCLOSURE BROCHURE","fee_rate_low":0.5,"fee_rate_high":2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning Services","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022790","versionId":1022790,"submittedOn":"2026-03-20","documentName":"HAJDARI GROUP DISCLOSURE BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T15:51:24.809601+00:00","documents":[{"name":"HAJDARI GROUP DISCLOSURE BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022790","versionId":1022790,"submittedOn":"2026-03-20"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":131472425}],"custodyNote":"The Hajdari Group does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Zaim Hajdari","title":"Managing Member, President and Chief Compliance Officer","crd":"2559697"}],"ownership":[{"label":"Zaim Hajdari","detail":"Managing member, president and chief compliance officer in the 75% or more ownership band and a control person, since July 2017."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"1491 Richmond Road","city":"Staten Island","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-381-0050","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":9},{"label":"U.S. government/agency bonds","percent":11},{"label":"Securities issued by registered investment companies or business development companies","percent":75},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":2},{"label":"Cash and cash equivalents","percent":3}],"privateFunds":0},"sources":{"adv1FilingDate":"20 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/289331/PDF/289331.pdf","brochureDate":"20 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022790","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does The Hajdari Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does The Hajdari Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does The Hajdari Group charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does The Hajdari Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does The Hajdari Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does The Hajdari Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns The Hajdari Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does The Hajdari Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact The Hajdari Group?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 20 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}