Navellier & Associates Inc
● SEC registered since 1987CRD 107568SEC# 801-30582Reno, NV
Reg. AUM
$1.31B
Employees
21
Accounts
1,321
Location
Reno, NV
About Navellier & Associates
Navellier & Associates provides quantitative growth-stock analysis and customized private-account portfolio management for individual investors. It offers growth, income, and defensive investor paths, stock and ETF portfolios, and confidential portfolio reviews with seasoned managers and strategists.
Summary based on the firm’s website.
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 $1.3 billion in regulatory assets under management and employs 21 people.
Navellier & Associates Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Louis Gene Navellier Control | Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer Barred From Association Effective November 20, 2026 | Over 75% | 1988 |
Frequently asked questions
How much does Navellier & Associates Inc manage?
Navellier & Associates Inc reports $1.3 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
| Address | One E. Liberty, Suite 504, Reno, NV 89501-2107 |
| Phone | 775-785-2300 |
| Fax | 775-562-8212 |
| Office hours | 7:00 a.m. To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 872163 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.31B▲ 38%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,369 advisers
EmployeesTop 23%
More than 77% of 16,804 advisers
Assets under management
$1.31Bregulatory AUM
Discretionary $1.3BNon-discretionary $9.3M