ALAN BILLER AND ASSOCIATES
Total AUM
$65.1B
Employees
51Clients
51Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
535 MIDDLEFIELD RD.
SUITE 230
MENLO PARK
CA 94025
United States
SUITE 230
MENLO PARK
CA 94025
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
650-328-7283
Financials
Total AUM
$65.1B
Accounts
52Discretionary
$65.1B
Accounts
52Non-Discretionary
$0
Accounts
0
Clients
Pension/Profit Sharing Plan Clients
25AUM
$56.8B
Charitable Organization Clients
1AUM
$4.1M
Other Clients
25AUM
$8.3B
Description of Other Clients
HEALTH & WELFARE, VACATION, GENERAL, STRIKE
Services
Services Offered
Advisor / Fund Manager SelectionPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RETAINER
Compliance
Disclosures
None reported
State Registrations
CAWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.