Biar Legacy, LLC
Firm details
- Headquarters
- ,
- CRD number
- 315472
- Website
- www.biarlegacy.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals94.12%
- Charitable Organizations5.88%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Biar Legacy, LLC is a small, boutique advisory operating as a limited liability company that focuses on discretionary portfolio management for individuals and small businesses. The firm’s stated client base includes individual and family clients as well as some institutional relationships. Equity exposure is the dominant theme in their portfolios: the firm favors exchange-traded securities and appears to run liquid, market-traded strategies rather than concentrated private holdings. Fee arrangements include a percentage-of-AUM component plus other fee arrangements. Biar Legacy does not position itself as an ESG-focused manager and is not registered as a multi-state adviser on its filing.
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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