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ALAN BILLER AND ASSOCIATES
Legal name: ALAN D BILLER & ASSOCIATES, INC.
CRD 105283File 801-48432
APPROVED
Filing as of Jan 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$65.07B
Top 10% of cohort (national)
Discretionary AUM
$65.07B
Clients
26
52 accounts
Employees
51
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Feb 8, 1995
- Principal office
- 535 MIDDLEFIELD RD., SUITE 230, MENLO PARK, CA, 94025
- Phone
- 650-328-7283
- Website
- HTTP://WWW.ALANBILLER.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $65.07B
- Discretionary AUM
- $65.07B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 52
- Non-discretionary accounts
- 0
- Total accounts
- 52
- AUM per client
- $2.50B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $4.1M |
| Pension and profit sharing plans | 25 | $56.79B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — RETAINER
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 51 | 26 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.