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ALAN BILLER AND ASSOCIATES

MENLO PARK, CA · CRD 105283 · IAPD ↗ · alanbiller.com · 650-328-7283

$65.07BRegulatory AUM
24Advisory reps
51Employees
93Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

40
February 2025 — ALAN BILLER AND ASSOCIATES reported RAUM down 28% ($82.64B -> $59.35B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.