ALAN BILLER AND ASSOCIATES
  • ALAN BILLER AND ASSOCIATES
  • ALAN D BILLER & ASSOCIATES, INC.

Adviser Profile

As of Date 01/26/2026
Registration SEC, Approved, 02/08/1995
ADV Location MENLO PARK, CA, United States
Contact Info 650 xxxxxxx
Websites
AUM* 65,069,635,580 -21%
of that, discretionary 65,069,635,580 -21%
Number of Employees 51 13%
of those in investment advisory functions 24 -4%
Private Fund GAV* 0
Avg Account Size 1,251,339,146 -20%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pension and profit sharing plans
- Charitable organizations
- Other

Advisory Activities

- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

83B 71B 59B 47B 35B 24B 12B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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