ALAN D BILLER & ASSOC INCMENLO PARK, CALIFORNIA
650-328-7283 x311, Fax:650-323-4417
535 Middlefield Rd Ste 230 Menlo Park, CA 94025-3444
Company Information
- Contact Person:
ALAN BILLER
- Year Established:
1982
- Business Type:
- Service (100 %)
- Ownership:
- Self-Certified Small Disadvantaged Business
Products & Services
SEC registered CA C-Corp Highest level of institutional investment consulting services. We advise more than 65 full service retainer clients with over $70 Billion in tax-exempt assets. We have discretion to manage over $27 billion of that total.
Keywords
- Fiduciary
- Investment Adviser
- Benefit Plan
- Multi-employer
- Taft-hartley
- Ocio
- Discretionary
- Non-discretionary
NAICS Code(s)
- 523930
- Investment Advice
