Cause IQ vendor profile

Alan D. Biller and Associates Inc.


Alan D. Biller and Associates Inc. is a firm that provides financial advisor, consulting services, and investment management to nonprofit clients. They primarily provide their services regionally, with most clients in California, District of Columbia, Nevada, and Oregon (although they are present in other states as well).

Most Alan D. Biller and Associates Inc. clients are health and welfare funds, trade associations, and labor unions with revenues ranging from $61 million to $240 million.

Previous legal names, trade names, or just variations of their name include: Alan D Biller Associates Inc.

Primary location:
Menlo Park, CA
Clients in:
CA
Identified clients:
7
Avg client size:
$95 mil revenue
Median client size:
$64 mil revenue

Alan D. Biller and Associates Inc. client list

  Name Type Location
1 Teamsters - TCWH (IBT) 501(c)(5) Washington, DC
2 Pacific Maritime Association 501(c)(6) San Francisco, CA
3 Northern California Bakery and Confectionery Health and Welfare Fund 501(c)(9) Alameda, CA
4 Teamsters Security Fund for Southern Nevada Local 14 501(c)(9) Las Vegas, NV
5 Oregon Teamster Employers Trust 501(c)(9) Portland, OR
6 Ibewneca Sound and Communications Health and Welfare Plan 501(c)(9) San Jose, CA
7 International Brotherhood TEAMSTERS VOLUNTARY EMPLOYEE BENEFITS 501(c)(9) Washington, DC

Alan D. Biller and Associates Inc. competitors

Competitors to Alan D. Biller and Associates Inc. in the nonprofit sector include Colonial Consulting, Stifel Nicolaus, State Street Bank and Trust, Well and Good LLC, Principal, Leafhouse Financial Advisors, LLC, Pensionmark Financial Group LLC, LPL Financial LLC - RPCP, Gallagher Fiduciary Advisors, LLC, and Raymond James and Associates, Inc..

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