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NAVELLIER & ASSOCIATES INC

CRD 107568 · SEC 801-30582

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ONE E. LIBERTY, SUITE 504, RENO, NV, 89501-2107, United States

Phone

775-785-2300

Fax

775-562-8212

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.10B

Discretionary AUM

$1.09B

Team

21 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2026-05-11

Disciplinary history

Yes

Services

Portfolio management (individuals)Portfolio management (institutions)Educational seminarsUIT

Client types

TypeClientsAUM
Individuals37$25.7M
High net worth individuals1205$1.06B
Corporations/business entities18$6.2M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD