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Building 2ALAN BILLER AND ASSOCIATES

Map pinMENLO PARK, CA
Phone650-328-7283
NotebookSEC #801-48432
Total AUM
$65.1B
Employees
51
Clients
51

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
535 MIDDLEFIELD RD.
SUITE 230
MENLO PARK
CA 94025
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
650-328-7283

ReceiptFinancials

Total AUM
$65.1B
Accounts
52
Discretionary
$65.1B
Accounts
52
Non-Discretionary
$0
Accounts
0

ContactClients

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Pension/Profit Sharing Plan Clients
25
AUM
$56.8B
Charitable Organization Clients
1
AUM
$4.1M
Other Clients
25
AUM
$8.3B
Description of Other Clients
HEALTH & WELFARE, VACATION, GENERAL, STRIKE

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RETAINER

Shield checkCompliance

Disclosures

None reported

State Registrations
CAWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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