ALAN D BILLER & ASSOCIATES, INC.
Legal name: ALAN BILLER AND ASSOCIATES
CRD #105283 SEC #801-48432 MENLO PARK, CA 650-328-7283
SEC Registered
Total AUM
$59.4B
Discretionary
$59.4B
Employees
45
Clients
--
Accounts
60
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $59.4B | $59.4B | $0 | 45 | 82 |
| Jan 2025 | $59.4B | $59.4B | $0 | 45 | 82 |
| Feb 2024 | $82.6B | $82.6B | $0 | 45 | 78 |
| Jan 2024 | $82.6B | $82.6B | $0 | 45 | 78 |
| Jan 2023 | $70.3B | $70.3B | $0 | 45 | 76 |
| May 2022 | $66B | $66B | $0 | 40 | 76 |
| Jan 2022 | $66B | $66B | $0 | 40 | 76 |
| Sep 2021 | $53.9B | $53.9B | $0 | 37 | 71 |
| Jan 2021 | $53.9B | $53.9B | $0 | 37 | 71 |
| May 2020 | $47.8B | $47.8B | $0 | 33 | 82 |
| Jan 2020 | $47.8B | $47.8B | $0 | 33 | 82 |
| Jan 2019 | $42.6B | $42.6B | $0 | 34 | 76 |
| Aug 2018 | $38.7B | $38.7B | $0 | 31 | 85 |
| Aug 2018 | $38.7B | $38.7B | $0 | 31 | 85 |
| Mar 2018 | $38.7B | $38.7B | $0 | 31 | 85 |
| Dec 2017 | $38.7B | $38.7B | $0 | 31 | 85 |
| Feb 2017 | $39.7B | $39.7B | $0 | 34 | 100 |
| Jan 2017 | $39.7B | $39.7B | $0 | 34 | 100 |
| Sep 2016 | $33.6B | $33.6B | $0 | 30 | 100 |
| Feb 2016 | $33.6B | $33.6B | $0 | 30 | 100 |
| Nov 2012 | $5M | $5M | $0 | 27 | 100 |
| Apr 2012 | $4.2M | $4.2M | $0 | 11 | 26 |
| Dec 2011 | $4.2M | $4.2M | $0 | 11 | 26 |
| Mar 2011 | $3.9M | $3.9M | $0 | -- | -- |
| Jan 2011 | $3.9M | $3.9M | $0 | -- | -- |
| Jul 2010 | $3.4M | $3.4M | $0 | -- | -- |
| Jun 2009 | $6.3M | $6.3M | $0 | -- | -- |
| Nov 2007 | $3.7M | $3.7M | $0 | -- | -- |
| Dec 2006 | $6M | $6M | $0 | -- | -- |
| Sep 2005 | $6M | $6M | $0 | -- | -- |
| Nov 2003 | $6M | $6M | $0 | 10 | -- |
| May 2001 | $4M | $4M | $0 | 10 | -- |
DateJul 2025
Total AUM$59.4B
Discretionary$59.4B
Non-Disc.$0
Employees45
Clients82
DateJan 2025
Total AUM$59.4B
Discretionary$59.4B
Non-Disc.$0
Employees45
Clients82
DateFeb 2024
Total AUM$82.6B
Discretionary$82.6B
Non-Disc.$0
Employees45
Clients78
DateJan 2024
Total AUM$82.6B
Discretionary$82.6B
Non-Disc.$0
Employees45
Clients78
DateJan 2023
Total AUM$70.3B
Discretionary$70.3B
Non-Disc.$0
Employees45
Clients76
DateMay 2022
Total AUM$66B
Discretionary$66B
Non-Disc.$0
Employees40
Clients76
DateJan 2022
Total AUM$66B
Discretionary$66B
Non-Disc.$0
Employees40
Clients76
DateSep 2021
Total AUM$53.9B
Discretionary$53.9B
Non-Disc.$0
Employees37
Clients71
DateJan 2021
Total AUM$53.9B
Discretionary$53.9B
Non-Disc.$0
Employees37
Clients71
DateMay 2020
Total AUM$47.8B
Discretionary$47.8B
Non-Disc.$0
Employees33
Clients82
DateJan 2020
Total AUM$47.8B
Discretionary$47.8B
Non-Disc.$0
Employees33
Clients82
DateJan 2019
Total AUM$42.6B
Discretionary$42.6B
Non-Disc.$0
Employees34
Clients76
DateAug 2018
Total AUM$38.7B
Discretionary$38.7B
Non-Disc.$0
Employees31
Clients85
DateAug 2018
Total AUM$38.7B
Discretionary$38.7B
Non-Disc.$0
Employees31
Clients85
DateMar 2018
Total AUM$38.7B
Discretionary$38.7B
Non-Disc.$0
Employees31
Clients85
DateDec 2017
Total AUM$38.7B
Discretionary$38.7B
Non-Disc.$0
Employees31
Clients85
DateFeb 2017
Total AUM$39.7B
Discretionary$39.7B
Non-Disc.$0
Employees34
Clients100
DateJan 2017
Total AUM$39.7B
Discretionary$39.7B
Non-Disc.$0
Employees34
Clients100
DateSep 2016
Total AUM$33.6B
Discretionary$33.6B
Non-Disc.$0
Employees30
Clients100
DateFeb 2016
Total AUM$33.6B
Discretionary$33.6B
Non-Disc.$0
Employees30
Clients100
DateNov 2012
Total AUM$5M
Discretionary$5M
Non-Disc.$0
Employees27
Clients100
DateApr 2012
Total AUM$4.2M
Discretionary$4.2M
Non-Disc.$0
Employees11
Clients26
DateDec 2011
Total AUM$4.2M
Discretionary$4.2M
Non-Disc.$0
Employees11
Clients26
DateMar 2011
Total AUM$3.9M
Discretionary$3.9M
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$3.9M
Discretionary$3.9M
Non-Disc.$0
Employees--
Clients--
DateJul 2010
Total AUM$3.4M
Discretionary$3.4M
Non-Disc.$0
Employees--
Clients--
DateJun 2009
Total AUM$6.3M
Discretionary$6.3M
Non-Disc.$0
Employees--
Clients--
DateNov 2007
Total AUM$3.7M
Discretionary$3.7M
Non-Disc.$0
Employees--
Clients--
DateDec 2006
Total AUM$6M
Discretionary$6M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$6M
Discretionary$6M
Non-Disc.$0
Employees--
Clients--
DateNov 2003
Total AUM$6M
Discretionary$6M
Non-Disc.$0
Employees10
Clients--
DateMay 2001
Total AUM$4M
Discretionary$4M
Non-Disc.$0
Employees10
Clients--