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ATHERTON LANE ADVISERS, LLC
ATHERTON LANE ADVISERS, LLC
MENLO PARK, California
·
4 registered advisors
·
CRD# 134090
SEC# 801-63870
650-233-1200
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 Planning
Investment Management
Wealth Management
04
Advisors at ATHERTON LANE ADVISERS, LLC
4 registered advisors
Gary Robert Patterson
MENLO PARK, California
CRD# 1247193
Janet King Littlefield
MENLO PARK, California
CRD# 2121219
Perry Vaughn Olson
MENLO PARK, California
CRD# 1823271
William Edward Mcdonnell
MENLO PARK, California
CRD# 1071100
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
.