Alan Biller and Associates
Menlo Park, CA·SEC-registered · CRD #105283
Alan Biller and Associates is an SEC-registered investment advisory firm in Menlo Park, CA managing $65B across 52 client accounts, with 24 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$65B
Client accounts
52
Advisory staff
24
Fee model
Fee-based
How Alan Biller and Associates is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Alan Biller and Associates
How much does Alan Biller and Associates manage?
Per its most recent SEC Form ADV filing (01/26/2026), Alan Biller and Associates reports $65B in regulatory assets under management across roughly 52 client accounts.
How does Alan Biller and Associates charge?
Alan Biller and Associates is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Alan Biller and Associates a fiduciary?
Yes. Alan Biller and Associates is registered with the U.S. Securities and Exchange Commission (CRD #105283), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Alan Biller and Associates taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Alan Biller and Associates and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Menlo Park, CA
Profile compiled from Alan Biller and Associates's public SEC Form ADV filing (CRD #105283, filed 01/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Alan Biller and Associates. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Alan Biller and Associates? Claim this profile.