Unclaimed Profile

Simon Paul Lim

ALAN D BILLER & ASSOCIATES, INC.·MENLO PARK, California

Clean recordALAN D BILLER & ASSOCIATES, INC.

535 MIDDLEFIELD RD., MENLO PARK, CA 94025CRD# 2655255Firm CRD# 105283

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Simon Paul Lim · MENLO PARK, CA

Registration

CRD #2655255 · ALAN D BILLER & ASSOCIATES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Simon Paul Lim is a registered financial advisor based in MENLO PARK, California, affiliated with ALAN D BILLER & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

ALAN D BILLER & ASSOCIATES, INC.

ALAN BILLER AND ASSOCIATES

AUM

$82.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ALAN D BILLER & ASSOCIATES, INC. →

Services

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: RETAINER

Regulatory

SEC/IARD CRD# 2655255

Firm CRD# 105283

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Frequently Asked Questions

What services does Simon Paul Lim offer?

Simon Paul Lim is a registered financial advisor in MENLO PARK, California. Contact their office for details on services offered.

What are Simon Paul Lim's credentials?

Simon Paul Lim is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Simon Paul Lim located?

Simon Paul Lim is based in MENLO PARK, California, working with ALAN D BILLER & ASSOCIATES, INC.. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.

How does Simon Paul Lim charge for services?

Simon Paul Lim's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retainer. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALAN D BILLER & ASSOCIATES, INC.?

ALAN D BILLER & ASSOCIATES, INC. has approximately 45 employees and manages $82.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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