Investment adviser · CRD 105283
ALAN BILLER AND ASSOCIATES
Investment adviser filing (IA)
ALAN D BILLER & ASSOCIATES, INC.
MENLO PARK, CA, United States · Form ADV filed Jan 26, 2026
- Regulatory AUM
- $65.1B Form ADV · Item 5.F
- Client accounts
- 52 Accounts, not individual clients
- Employees
- 51 Reported in this filing
- Advisory professionals
- 24 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 25 | $56,792,031,428 | 87.3% |
| Other clients | 25 | $8,273,522,183 | 12.7% |
| Charities | Fewer than 5 | $4,081,969 | 0.0% |
Filing source
Form ADV 2041933 · Jan 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 26, 2026. View historical filings
Reported services
Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
535 MIDDLEFIELD RD., SUITE 230MENLO PARK, CA, 94025, United States
CRD 105283
Filing source
Form ADV 2041933 · Jan 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.