Alan Biller And Associates

Alan Biller And Associates (CRD# 105283) is a financial advisory firm headquartered in Menlo Park, CA. They manage $33,627,833,261 in 15 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    33,628
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $2,241,855,551
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, KY, NY, WA

Financial Advisors at Alan Biller And Associates
Showing 1 - 10 of 12 top financial advisors.
1
Joseph M. Abdou
CRD#: 4842222
535 Middlefield Rd., Suite 230, Menlo Park, CA 94025
96
Wealthminder
score

Joseph Abdou (CRD# 4842222) is an Investment Advisor Representative working at Alan Biller And Associates in Menlo Park, CA and has over 13 years of experience in the finance industry.

2
Bryan E. Karcher
CRD#: 1884619
535 Middlefield Rd., Suite 230, Menlo Park, CA 94025
96
Wealthminder
score

Bryan Karcher (CRD# 1884619) is an Investment Advisor Representative working at Alan Biller And Associates in Menlo Park, CA and has over 28 years of experience in the finance industry.

3
Simon P. Lim
CRD#: 2655255
535 Middlefield Rd., Suite 230, Menlo Park, CA 94025
96
Wealthminder
score

Simon Lim (CRD# 2655255) is an Investment Advisor Representative working at Alan Biller And Associates in Menlo Park, CA and has over 22 years of experience in the finance industry.

4
Colin C. Murfit
CRD#: 5007774
535 Middlefield Rd., Suite 230, Menlo Park, CA 94025
96
Wealthminder
score

Colin Murfit (CRD# 5007774) is an Investment Advisor Representative working at Alan Biller And Associates in Menlo Park, CA and has over 8 years of experience in the finance industry.

5
Jennifer C. Newell
CRD#: 1555213
535 Middlefield Rd., Suite 230, Menlo Park, CA 94025
96
Wealthminder
score

Jennifer Newell (CRD# 1555213) is an Investment Advisor Representative working at Alan Biller And Associates in Menlo Park, CA and has over 31 years of experience in the finance industry.

6
Ken H. Tsuboi
CRD#: 1757379
535 Middlefield Rd., Suite 230, Menlo Park, CA 94025
96
Wealthminder
score

Ken Tsuboi (CRD# 1757379) is an Investment Advisor Representative working at Alan Biller And Associates in Menlo Park, CA and has over 29 years of experience in the finance industry.

7
Asad A. Ali
CRD#: 4673590
535 Middlefield Rd., Suite 230, Menlo Park, CA 94025
93
Wealthminder
score

Asad Ali (CRD# 4673590) is an Investment Advisor Representative working at Alan Biller And Associates in Menlo Park, CA and has over 14 years of experience in the finance industry.

8
Christopher L. Durham
CRD#: 5440997
535 Middlefield Rd., Suite 230, Menlo Park, CA 94025
93
Wealthminder
score

Christopher Durham (CRD# 5440997) is an Investment Advisor Representative working at Alan Biller And Associates in Menlo Park, CA and has over 9 years of experience in the finance industry.

9
David A. Vas
CRD#: 3040912
535 Middlefield Rd., Suite 230, Menlo Park, CA 94025
93
Wealthminder
score

David Vas (CRD# 3040912) is an Investment Advisor Representative working at Alan Biller And Associates in Menlo Park, CA and has over 19 years of experience in the finance industry.

10
Katherine N. Biller
CRD#: 6144483
535 Middlefield Rd., Suite 230, Menlo Park, CA 94025
90
Wealthminder
score

Katherine Biller (CRD# 6144483) is an Investment Advisor Representative working at Alan Biller And Associates in Menlo Park, CA and has over 5 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.