Alan Biller and Associates is a firm that provides financial advisor, investment management, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in California and Arizona (although they are present in other states as well).
Most Alan Biller and Associates clients are health and welfare funds with revenues ranging from $6.4 million to $416 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Industrial Employers and Distributors Association | 501(c)(6) | Emeryville, CA | ||
| 2 | San Francisco Electrical Industry Apprenticeship and Training Trust | 501(c)(3) | San Francisco, CA | ||
| 3 | Joint Board of Trustees Southwest Carpenters Health and Welfare Trust | 501(c)(9) | Los Angeles, CA | ||
| 4 | Western Teamsters Welfare Trust | 501(c)(9) | Pasadena, CA | ||
| 5 | Electrical Workers Health and Welfare Trust Fund for San Francisco | 501(c)(9) | San Francisco, CA | ||
| 6 | INTERNATIONAL Brotherhood EW LOCAL 191 | 501(c)(9) | Bothell, WA | ||
| 7 | Northern California Bakery Drivers Security Fund | 501(c)(9) | Alameda, CA | ||
| 8 | Teamsters Western Region and New Jersey Health Care Fund | 501(c)(9) | Phoenix, AZ | ||
| 9 | Carpenters Health Fund of West Virginia | 501(c)(9) | Ona, WV | ||
| 10 | Board of Trustees Arizona Sheet Metal Trade Trust Fund | 501(c)(9) | Phoenix, AZ | ||
| ... | and 4 more Alan Biller and Associates not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Alan Biller and Associates in the nonprofit sector include Colonial Consulting, Investment Performance Services, Ubs, Pensionmark Financial Group LLC, Marquette and Associates, Newport Trust Company, M&T Bank, Sei Investments, Voya Financial Advisors Inc, and Well and Good LLC.
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