ALAN BILLER AND ASSOCIATES
Firm details
- Headquarters
- MENLO PARK, California
- CRD number
- 105283
- Registered since
- February 8, 1995
- Website
- www.alanbiller.com
- Custodians
- THE BANK OF NEW YORK MELLON INSTITUTIONAL BANK
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Pension & Profit Sharing Plans87.28%
- Other12.71%
- Charitable Organizations0.01%
- Services
- Pension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Alan Biller And Associates is a privately owned corporate RIA that has been SEC-registered since 1995 and operates as a capital allocator for institutional clients. The firm provides advisory services that emphasize pension consulting and the selection of external managers. Its billing appears flexible, using asset-based fees alongside hourly and fixed-fee arrangements and other charge structures. The firm does not identify as an active ESG investor. Investment activity centers on outsourcing to third-party managers and placing capital into private funds. That positioning, combined with its advisory focus on pension-related work and manager selection, suggests the firm acts more as an allocator and consultant to institutions rather than as a pure in-house portfolio manager.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds65%
- Public Funds/Mutual Funds29%
- Investment Grade Corp Bonds3%
- Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
3 of 4JENNIFER NEWELL
Chief Executive OfficerCRD 1555213
RALPH GOLDSTICKER
Chief Investment OfficerCRD 1281043
SIMON LIM
Principal And Chief Compliance OfficerCRD 2655255
Contacts
3 of 3ASAD ALI
PresidentCRD 4673590
NANCY MELTON
Vice ChairCRD 1246671
ALAN BILLER
Founder and ChairmanCRD 1217836
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MENLO PARK, CA
SAN MATEO
Location
MENLO PARK, CA
Headquartered in MENLO PARK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 535 Middlefield Rd
- Time zone
- PT (UTC-8)
- Office locations
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