Summary

Alan Biller and Associates

Founded in 1982

Description

Independence and objectivity underpin the fiduciary investment consulting services Alan Biller and Associates provides US institutional investors.

Strengths

  • Alan Biller and Associates has a strong market share in their industry
  • Revenue generated per employee is greater than industry average
  • Demonstrating revenue growth that is faster than the industry average
  • The number of employees is growing faster than the industry average

Weaknesses

  • Variance of revenue growth is more than the industry average
  • Since Alan Biller and Associates was founded, the company has experienced slower revenue growth than the industry average

Annual Revenue

Alan Biller and Associates's annual revenue

$3714000

Based on Kona Equity data

  • Revenue per employee

    $247600

  • Variance of revenue growth

    3.71

  • Annual revenue growth since founding

    $88428

  • Revenue growth rate from first known quarter to current

    62.9%

Employee Count

15 employees

  • Employee growth rate from first known quarter to current

    50.0%

Executives

James Rankin

Deputy Chief Operating Officer

j**@alanbiller.com

Kenny Nguyen

Senior Performance Analyst

k**@alanbiller.com

Allan Sievert

Managing Senior Research Analyst

a**@alanbiller.com

Ross Vrbanac

Research Associate

r**@alanbiller.com

Brian Morandi

Senior Consultant

b**@alanbiller.com

Ralph Goldsticker

Chief Information Officer

r**@alanbiller.com

Colin Murfit

Director, Research

c**@alanbiller.com

David Vas

Managing Senior Consultant

d**@alanbiller.com

Aileen Burrows

Director, Reporting & Analytics

a**@alanbiller.com

Simon Lim

Chief Financial Officer

s**@alanbiller.com

David Twist

Managing Senior Research Analyst

d**@alanbiller.com

Hsin Chiang

Senior Performance Analyst

h**@alanbiller.com

Andrew Zukowski

Managing Senior Performance Analyst

a**@alanbiller.com

Qingxi Wang

Managing Senior Research Analyst

q**@alanbiller.com

Anissa Rodriguez

Ocio Solutions Associate

a**@alanbiller.com

Jennifer Newell

President & Director, Consulting & Senior Managing Consultant

j**@alanbiller.com

Kian Seddighnezhad

Research Associate

k**@alanbiller.com

Kate Biller

Director, Ocio Solutions

k**@alanbiller.com

Liz Bell

Ocio Solutions Analyst

l**@alanbiller.com

Piero Fagnini

Manager, Operations

p**@alanbiller.com

Mindy Wei

Performance Analyst

m**@alanbiller.com

Robyn Harvey

Managing Senior Performance Analyst

r**@alanbiller.com

G Score - 4

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G1 Revenue is greater than the industry median.
  • G2 Income per employee more than industry average.
  • G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
  • G4 Employee growth rate from the first known quarter to current is higher than the industry average.

Location

535 Middlefield Rd. Ste. 230 
Menlo Park, CA  94025

Unlock unlimited leads

Get access to millions of contacts, companies, emails, and more!

Similar Companies

Journey Capital Advisers

journey-capital.com
  • Founded in 2016
  • Location: Plano, TX
  • Annual Revenue: $1.3M
  • Employees: 5
  • Journey Capital Advisers is an independent investment management firm which specializes in custom investment strategies, financial services, portfolio managment, outsourced Chief Investment Officer, fixed income managment, ETF strategies, indi...

Morrison Fiduciary Advisors

morrisonadvisors.com
  • Founded in 2003
  • Location: Pittsburgh, PA
  • Annual Revenue: $1.3M
  • Employees: 5

Iron Capital Advisors

ironcapitaladvisors.com
  • Founded in 2003
  • Location: Atlanta, GA
  • Annual Revenue: $1.1M
  • Employees: 5
  • Iron Capital Advisors is an independent registered investment advisory firm that provides customized investment counsel to institutional, corporate, and individual clients nationwide. As a privately owned, fee-only firm, we are dedicated to offering ob...

Guidance Point Retirement Services

guidancepointrs.com
  • Location: Portland, ME
  • Annual Revenue: $996.0K
  • Employees: 6
  • Guidance Point Retirement Services is an independent institutional investment advisory and retirement plan consulting firm. They are a 100% fee for service consulting firm and serve their clients as fiduciaries in every relationship. Their focus is on ...

Bóveda Asset Management

1baminc.com
  • Founded in 2014
  • Location: Charlotte, NC
  • Annual Revenue: $1.1M
  • Employees: 4
  • Bveda Asset Management a provider of world class asset management services to individuals and institutions, also provides capital raising services and loans...

Park Ridge Asset Management LLC

parkridgeam.com
  • Founded in 2008
  • Location: Raleigh, NC
  • Annual Revenue: $1.1M
  • Employees: 5

Key Information

  • SIC: 62
  • NAICS: 523; 52311
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Alan Biller and Associates.

See similar companies

Frequently Asked Questions

Where is Alan Biller and Associates located?

Alan Biller and Associates's headquarters are located at 535 Middlefield Rd. Ste. 230  Menlo Park, CA  94025.


What is Alan Biller and Associates's official website?

Alan Biller and Associates's official website is alanbiller.com


What is Alan Biller and Associates's revenue?

Alan Biller and Associates's annual revenue is $3.7 M.


What is Alan Biller and Associates's SIC code?

Alan Biller and Associates's SIC: 62


What is Alan Biller and Associates's NAICS code?

Alan Biller and Associates's NAICS: 523; 52311.


How many employees does Alan Biller and Associates's have?

Alan Biller and Associates has 15 employees


What industry does Alan Biller and Associates belong to?

Alan Biller and Associates is in the industry of Financial services.

Next step

Visitors review