The Hajdari Group, LLC (New York)

Name: The Hajdari Group, LLC
Address: 1 World Trade Center, New York, NY, 10007
Telephone: (212) 381-0050

The Hajdari Group, LLC is a mid-sized advisory firm based in New York. It manages $38.97 million of regulatory assets for 312 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Florida, New Jersey, New York, and Texas.

The Hajdari Group provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The Hajdari Group: assets under management

The assets under management (AUM) of The Hajdari Group, LLC is $38.97 million. The firm's AUM has gone down by -17% since the beginning of its operation, and $44.2 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $38.19 million in discretionary accounts and $780.3 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $123.18 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $390.15 thousand.

Investments

The firm invests in exchange traded securities the most. They account for 76% of the total AUM. The second-largest asset type is investment and business development companies, which make up 12% of the firm’s portfolio. Investments in cash and cash equivalents form 12% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Hajdari Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients The Hajdari Group serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of The Hajdari Group is high net worth individuals with 48 clients and $25.65 million of assets under management. Among the 3 most similar advisory firms, The Hajdari Group has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $38.19 million for 139 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

The Hajdari Group doesn't advise any private funds.

Careers at The Hajdari Group, LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Zaim [No Middle Name] Hajdari	Managing member, president and chief compliance officer	1 Jul 2017	75% - 100%	2559697
Zaim Hajdari	Managing member, president and chief compliance officer	1 Jul 2017	75% - 100%	2559697

Based in New York

The principal office where The Hajdari Group, LLC performs its advisory services is located at 1 World Trade Center, New York, NY 10007, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (212) 381-0050. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at thehajdarigroup.com and its LinkedIn profile.