|
⚲
|
| Alan D Biller & Associates Inc
✚
| |
|---|---|
| CRD # | 105283 |
| SEC # | 801-48432 |
| CIK # | |
| AUM | $82.6 BB (2024-02-16) |
| Employees | 45 (56% Investors, 0% Brokers) |
| Phone | 650-328-7283 |
| Address | 535 Middlefield Rd Menlo Park, CA 94025 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 73.3 |
| (h) Charitable organizations | 2 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 31 | 9.3 |
| Total | 53 | 82.6 |
| By Discretionary | ||
| Discretionary | 53 | 82.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 53 | 82.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 82.6 | |
| Total | 53 | 82.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
First Sentier Investors Australia IM Ltd
✚
|
89.6 | |
|
Lincoln Financial Investments Corporation
✚
|
PA | 85.6 |
|
JPMorgan Asset Management Asia Pacific Limited
✚
|
85.5 | |
|
Galliard Capital Management LLC
✚
|
MN | 85.5 |
|
Vanguard Investments Australia Limited
✚
|
83.8 | |
|
Russell Investments Implementation Services LLC
✚
|
WA | 82.7 |
|
Public Trust Advisors LLC
✚
|
CO | 81.1 |
|
Nationwide Fund Advisors
✚
|
OH | 78.3 |
|
Taula Capital Management UK LLP
✚
|
75.9 | |
|
Taula Capital Management US LLC
✚
|
75.9 |