ATHERTON LANE ADVISERS, LLC

MENLO PARK, California·4 registered advisors·CRD# 134090
SEC# 801-63870650-233-1200
01

Firm Overview

AUM
$2.6B
Regulatory assets under management
Employees
34
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Other: A FLAT ANNUAL RETAINER FEE
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ATHERTON LANE ADVISERS, LLC

4 registered advisors
Gary Robert Patterson
MENLO PARK, California
Janet King Littlefield
MENLO PARK, California
Perry Vaughn Olson
MENLO PARK, California
William Edward Mcdonnell
MENLO PARK, California
05

Office Locations

MENLO PARK, California
4 advisors

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Data sourced from SEC Form ADV filings. ATHERTON LANE ADVISERS, LLC (CRD# 134090) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.