# ALAN D BILLER & ASSOCIATES, INC.

ALAN D BILLER & ASSOCIATES, INC. of MENLO PARK, CA is an SEC-registered investment adviser.

## Registration

- CRD: 105283
- Type: SEC-registered investment adviser
- SEC file number: 801-48432
- Location: 535 MIDDLEFIELD RD., SUITE 230, MENLO PARK, CA, 94025
- Phone: 650-328-7283
- Latest filing: 2026-01-26
- Regulatory AUM: $65.1B
- Discretionary AUM: $65.1B
- Clients: 51
- Accounts: 52

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Pensions, Charities

## Officers, owners & control persons (24)

| Name | Role | Location |
| --- | --- | --- |
| Alan David Biller | CHAIRMAN, CHIEF FINANCIAL OFFICER, CHIEF EXECUTIVE OFFICER | — |
| Nancy Tarabochia Melton | VICE CHAIR | — |
| Ralph Philip Goldsticker | CHIEF INVESTMENT OFFICER | — |
| Simon Paul Lim | CHIEF COMPLIANCE OFFICER | — |
| Jennifer Christine Newell | CHIEF EXECUTIVE OFFICER | — |
| Asad Asif Ali | PRESIDENT | — |
| Aileen Elizabeth Burrows | CHIEF OPERATING OFFICER | — |
| GOLDSTICKER RALPH PHILIP | CHIEF INVESTMENT OFFICER | — |
| RANKIN JAMES PATRICK | CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | — |
| BILLER ALAN DAVID | CEO; CHAIR; CHAIRMAN (+4 more) | — |
| MELTON NANCY TARABACHIA | VICE PRESIDENT | — |
| NEWELL JENNIFER CHRISTINE | CHIEF EXECUTIVE OFFICER; PRESIDENT; PRESIDENT, DIRECTOR OF CONSULTING (+1 more) | — |
| MELTON NANCY TARABCHIA | VICE PRESIDENT | — |
| DROZDOWSKI SUSAN | CHIEF COMPLIANCE OFFICER | — |
| MELTON NANCY TARABOCHIA | COO; DEPUTY CEO; VICE CHAIR (+1 more) | — |
| BATES JOSEPH DERWIN | CCO, PRESIDENT; CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| BURROWS AILEEN ELIZABETH | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | — |
| ASHMAN MICHAEL DAVID | PRINCIPAL / MANAGING SENIOR CONSULTANT | — |
| KIRKLAND ANNE THAYER | CHIEF COMPLIANCE OFFICER | — |
| KOFFORD NICOLE GFROERER | CCO, HR MANAGER | — |
| Winterstorm Niclas | CHIEF COMPLIANCE OFFICER | — |
| LIM SIMON PAUL | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER; CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, MANAGING SENIOR CONSULTANT (+2 more) | — |
| SKJERVEM JOHN DUANE | CHIEF EXECUTIVE OFFICER | — |
| ALI ASAD ASIF | EXECUTIVE VICE PRESIDENT; PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105283/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105283/similar
- Related entities: https://search.stillhousedata.com/firm/105283/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105283

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.