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NAVELLIER & ASSOCIATES INC
One E. Liberty, Suite 504
Reno, Nevada 89501-2107
Tel: 775-785-2300
About NAVELLIER & ASSOCIATES INC
NAVELLIER & ASSOCIATES INC, formally registered with the SEC as NAVELLIER & ASSOCIATES INC. The firm was established in 10/30/1987. They have over 1 offices throughout the country.
NAVELLIER & ASSOCIATES INC is a Reno, Nevada based Financial Planning firm with nearly $973,800,173 assets under management, offering retirement planning & investment advisory services to 1293 clients. The firm is staffed with 24 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107568 |
| SEC# | 801-30582 |
| Assets Managed by Firm | $973,800,173 |
| No. of Clients | 1293 |
| No. of Advisors | 24 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
- Other (UIT)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1293 | $973,800,173 |
| Individuals (other than high net worth individuals) | 47 | $22,365,009 |
| High net worth individuals | 1218 | $857,165,145 |
| Corporations or other businesses | 27 | $23,801,324 |
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