Bank / Wealth / TrustRIA · CRD 289331SEC-Registered

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Hajdari Group

Hajdari Group registered as a New York investment adviser in 2009, building its practice on Staten Island. The firm serves individuals, high-net-worth clients,...

Hajdari Group logo

Hajdari Group

Hajdari Group registered as a New York investment adviser in 2009, building its practice on Staten Island. The firm serves individuals, high-net-worth clients, and businesses through a dual line of portfolio management and financial planning — a structure that places it closer to a modern RIA than a traditional bank trust department. Its addressable client base spans the borough's professional class and small-business owners. The firm's investment approach centers on constructing managed portfolios tailored to client balance sheets, though public records do not disclose a house strategy, sector tilts, or asset-class mandates. As a regulated investment adviser, it retains discretion over client assets, meaning portfolio construction and rebalancing sit with the firm rather than with brokers executing client-directed trades. Without public disclosures on AUM, deployment, or named holdings, the strategy remains observable only through its regulatory posture — a fiduciary duty to place client interests first. Scale is opaque. The firm does not publish its assets under management, team size, or adjacent vehicles. No philanthropic foundation, real-asset arm, or operating business appears under common control in public filings. The absence of a LinkedIn presence or scraped website content leaves the professional roster and any recent operational milestones unconfirmed. The structural differentiator is geographic: a Staten Island-based RIA operating outside Manhattan's dense advisory market, serving a borough where independent wealth management firms are thinner on the ground. That location, combined with its hybrid planning-plus-portfolio mandate, suggests a firm built on local relationships rather than institutional marketing — though the depth of that local franchise remains unverifiable from public record.

General information

Firm type

Bank / Wealth / Trust

Year founded

2009

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Staten Island

Corporate office

Staten Island, NY, United States

Frequently asked questions

Is Hajdari Group a fiduciary?

As a registered investment adviser with the SEC or New York State, Hajdari Group operates under a fiduciary standard, meaning it is legally obligated to act in its clients' best interests when providing investment advice. This distinguishes it from broker-dealers operating under a suitability standard.

What services does Hajdari Group provide?

Public records indicate the firm offers investment advisory services including portfolio management and financial planning. It serves individuals, high-net-worth clients, and businesses, per its regulatory filings.

Does the firm disclose its assets under management?

Hajdari Group does not publicly disclose its assets under management. No AUM figure appears in regulatory filings, the firm's website, or other public sources as of current records.

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