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Alan D Biller & Associates, Inc.

● SEC registered since 1995CRD 105283SEC# 801-48432Menlo Park, CA
Export (members)
Reg. AUM
$65.07B
Employees
51
Accounts
52
Location
Menlo Park, CA

Alan D Biller & Associates, Inc. assets under management

Alan D Biller & Associates, Inc. is a registered investment adviser overseen by the SEC based in Menlo Park, CA. The firm has been registered since 1995. It reports $65.1 billion in regulatory assets under management and employs 51 people.

Alan D Biller & Associates, Inc. owners & executives

7 reported
NameTitleOwnershipSince
Aileen Elizabeth Burrows ControlChief Operating OfficerUnder 5%2021
Alan David Biller ControlChairman, Chief Financial Officer, Chief Executive Officer25-50%1982
Asad Asif Ali ControlPresidentUnder 5%2018
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Frequently asked questions

How much does Alan D Biller & Associates, Inc. manage?

Alan D Biller & Associates, Inc. reports $65.1 billion in regulatory assets under management on its Form ADV.

How many employees does Alan D Biller & Associates, Inc. have?

Alan D Biller & Associates, Inc. reports 51 employees.

Where is Alan D Biller & Associates, Inc. located?

Alan D Biller & Associates, Inc. is based in Menlo Park, CA and has been SEC-registered since 1995.

Does Alan D Biller & Associates, Inc. disclose fund performance?

Alan D Biller & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address535 Middlefield Rd., Suite 230, Menlo Park, CA 94025
Phone650-328-7283
Fax650-323-4417
Office hours8:30a.m. - 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Regulatory AUM

$65.07B▲ 10%
Jan '25 — $59.35BFeb '25 — $59.35BMar '25 — $59.35BApr '25 — $59.35BMay '25 — $59.35BJun '25 — $59.35BJul '25 — $59.35BAug '25 — $59.35BSep '25 — $59.35BOct '25 — $59.35BNov '25 — $59.35BDec '25 — $59.35BJan '26 — $65.07BFeb '26 — $65.07BMar '26 — $65.07BApr '26 — $65.07BMay '26 — $65.07BJun '26 — $65.07B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 2%
Larger than 98% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers

Assets under management

$65.07Bregulatory AUM
Discretionary $65.07B