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ALAN BILLER AND ASSOCIATES
535 Middlefield Rd.
Suite 230
Menlo Park, California 94025
Tel: 650-328-7283
About ALAN BILLER AND ASSOCIATES
ALAN BILLER AND ASSOCIATES, formally registered with the SEC as ALAN BILLER AND ASSOCIATES. The firm was established in 02/08/1995. They have over 1 offices throughout the country.
ALAN BILLER AND ASSOCIATES is a Menlo Park, California based Financial Planning firm with nearly $59,353,683,024 assets under management, offering retirement planning & investment advisory services to 60 clients. The firm is staffed with 45 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105283 |
| SEC# | 801-48432 |
| Assets Managed by Firm | $59,353,683,024 |
| No. of Clients | 60 |
| No. of Advisors | 45 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (RETAINER)
Advisory Services Provided
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 60 | $59,353,683,024 |
| Pension and profit sharing plans | 29 | $51,376,606,546 |
| Charitable organizations | 1 | $17,268,119 |
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