Alan Biller and Associates

Overview

Alan Biller and Associates is an SEC registered investment adviser based in Menlo Park, CA, registered since 1995. It reports $65.1B in assets under management across 52 accounts, with 51 employees.

Reported AUM

$65.1B

Discretionary

100%

Accounts

52

Average account

$1.3B

Employees

51

Registered since

1995

Jurisdictions

2

As reported in the firm's January 2026 filing.

Contact

1 phone number on file

Practice

Services

• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Other clients
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 3 of 7

• Alan David Biller Chairman, Chief Financial Officer, Chief Executive Officer CRD 1217836
• Jennifer Christine Newell Chief Executive Officer CRD 1555213
• Asad Asif Ali President CRD 4673590

4 more executive officers, with direct contact details

Location

Headquarters

535 Middlefield Rd Ste 230
Menlo Park, CA 94025

County

San Mateo

Metro area

San Francisco-Oakland-Berkeley, CA

Region

West

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: alanbiller.com

Every state, with registration dates

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