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 12 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 27 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 21 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 7 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 30 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 28 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 13 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 8 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 18 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 4 years of experience in the finance industry.

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