Alan Biller And Associates
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Overview
Alan Biller And Associates operates as a financial advisor firm that has its headquarters in Menlo Park, California. The company oversees $70.3 billion in assets throughout 47 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management (AUM). It has an average-sized group, including 25 financial advisors. Alan Biller And Associates does not act as a registered broker-dealer, signifying that it cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets such as bonds, options and equities.
Alan Biller And Associates manages all of the firm's client assets in a discretionary manner. Discretionary management signifies that a portfolio manager has the discretion to make transaction choices without requiring client consent. The investment advisory firm's average account size is $1.5 billion. The average advisor at Alan Biller And Associates administers around two client accounts, making it one of the most personalized firms in the country.
Alan Biller And Associates's main office is located at 535 Middlefield Rd., Menlo Park, California 94025. It is permitted to serve customers across 2 states, including California and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Alan Biller And Associates by the Numbers
$70.3 billion
45
47
$1.5 billion
Products and Services
Services that Alan Biller And Associates offers include pension consulting services and selection of other advisers. The firm is not involved in selling products or offering services other than investment advice to its investment advisory accounts.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advice usually depend on which service is offered. However, fee types billed by the firm may include the following fee types: asset-based, hourly, fixed or other. The company does not participate in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
It provides services to pension plans, charitable organizations and other. Out of its 47 customers, Alan Biller And Associates's largest client type by number of accounts is pension plans. None of its customers are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 97.87%
- Charitable Organizations - 2.13%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Alan Biller And Associates does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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