A complete list of active advisors currently associated with The Hajdari Group, LLC

Warmer can help you find a great advisor at The Hajdari Group, LLC or one who fits your needs even better.

The Hajdari Group provides investment management, financial planning, and retirement-plan advisory services to individuals (including high-net-worth clients), families, trusts, estates, charitable organizations, and employer-sponsored plans. Services include customized portfolio construction and ongoing supervision, along with financial planning modules and ERISA retirement-plan advisory work. The firm typically implements portfolios using exchange-traded funds and mutual funds, applies fundamental analysis, and pursues a generally long-term approach while employing tax-loss harvesting and occasional shorter-term trades to meet client objectives. It offers both discretionary and non-discretionary management and may place portions of client assets with Independent Managers while retaining oversight. The Hajdari Group is notable for managing a relatively large client roster for a single-advisor firm (about 241 clients with roughly $133 million in assets under management) and for disclosing the use of borrowing within separately managed accounts. The brochure also notes the principal’s insurance-licensing and commission-based insurance activity and an institutional relationship with Schwab Advisor Services, all of which the firm discloses and addresses through its policies and disclosures.

To learn more about the advisors currently working at The Hajdari Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.