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Navellier & Associates Inc

● SEC registered since 1987CRD 107568SEC# 801-30582Reno, NV
Export (members)
Reg. AUM
$1.1B
Employees
21
Accounts
1,261
Location
Reno, NV

Navellier & Associates Inc assets under management

Navellier & Associates Inc is an SEC-registered investment adviser based in Reno, NV. The firm has been registered since 1987. It reports $1.1 billion in regulatory assets under management and employs 21 people.

Navellier & Associates Inc owners & executives

1 reported
NameTitleOwnershipSince
Louis Gene Navellier ControlChief Compliance Officer, Chief Executive Officer, Chief Investment OfficerOver 75%1988

Frequently asked questions

How much does Navellier & Associates Inc manage?

Navellier & Associates Inc reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does Navellier & Associates Inc have?

Navellier & Associates Inc reports 21 employees.

Where is Navellier & Associates Inc located?

Navellier & Associates Inc is based in Reno, NV and has been SEC-registered since 1987.

Does Navellier & Associates Inc disclose fund performance?

Navellier & Associates Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne E. Liberty, Suite 504, Reno, NV 89501-2107
Phone775-785-2300
Fax775-562-8212
Office hours7:00 a.m. To 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK872163
Discloses disciplinary historyYes

Regulatory AUM

$1.1B▲ 16%
Mar '25 — $950.8MApr '25 — $950.8MMay '25 — $882.8MJun '25 — $882.8MJul '25 — $882.8MAug '25 — $882.8MSep '25 — $1BOct '25 — $1BNov '25 — $1BDec '25 — $1BJan '26 — $1BFeb '26 — $1BMar '26 — $1.06BApr '26 — $1.1BMay '26 — $1.1BJun '26 — $1.1B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers

Assets under management

$1.1Bregulatory AUM
Discretionary $1.09BNon-discretionary $12.9M