Investment adviser · CRD 134090

ATHERTON LANE ADVISERS, LLC

Investment adviser filing (IA)

MENLO PARK, CA, United States · Form ADV filed Mar 30, 2016

Regulatory AUM
$2.62B
Form ADV · Item 5.F
Client accounts
670
Accounts, not individual clients
Employees
34
Reported in this filing
Advisory professionals
24
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Mar 30, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets

Principal office

3000 SAND HILL ROAD, BLDG. 1, SUITE 170
MENLO PARK, CA, 94025, United States

CRD 134090

Filing source

Form ADV 995009 · Mar 30, 2016 · 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.