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ALAN BILLER AND ASSOCIATES
ALAN D BILLER & ASSOCIATES, INC.
CRD 105283 · SEC 801-48432
535 MIDDLEFIELD RD., SUITE 230, MENLO PARK, CA, 94025, United States
Phone
650-328-7283
Fax
650-323-4417
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$65.07B
Discretionary AUM
$65.07B
Team
51 total employees; 24 advisory reps; 93 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees; RETAINER
Org form
Corporation
Filing date
2026-01-26
Disciplinary history
No
Services
Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Pension/profit sharing plans | 25 | $56.79B |
| Charitable organizations | 1 | $4.1M |
States served
CA, WA
All web addresses on file
Official SEC filing: View on IAPD