Alan D Biller & Associates, Inc. is a large advisory firm based in Menlo Park. It manages $42.58 billion of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2000 and has operated in the jurisdiction of California.
Alan D Biller & Associates provides pension consulting services and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Alan D Biller & Associates, Inc. is $42.58 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1064380% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Alan D Biller & Associates, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Joseph Derwin Bates is pension and profit sharing plans with 14 clients and $42.58 billion of assets under management. Among the 8 most similar advisory firms, Alan D Biller & Associates has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $42.58 billion for 14 clients. None of the firm’s clients are foreign persons or businesses.
Alan D Biller & Associates doesn't advise any private funds.
The company employs 34 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Joseph Derwin Bates has been acting as President since 1 Oct 2013. Ralph Philip Goldsticker has served as the Chief Investment Officer since 1 Feb 2016. Jennifer Christine Newell joined the executive team most recently as the President, Director Of Consulting.
The principal office where Alan D Biller & Associates, Inc. performs its advisory services is located at 535 Middlefield Rd., Menlo Park, CA 94025, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-328-7283 or by fax 650-323-4417. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at adbiller.com and its LinkedIn profile.