Biar Legacy, LLC
Firm details
- Headquarters
- ,
- CRD number
- 315472
- Website
- www.biarlegacy.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- Individuals65.53%
- HNWI24.28%
- Charitable Organizations10.19%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Biar Legacy, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual/family and institutional clients and focuses on financial planning and portfolio management for individuals and small businesses. Its billing mix includes asset‑based fees, hourly charges, and other fee arrangements. Biar Legacy reports it is not an active ESG investor, is not a multi‑state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Other3%
- Public Funds/Mutual Funds1%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Jeremy Biar
Founder & Managing MemberCRD 6593832
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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