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NAVELLIER & ASSOCIATES INC

One E. Liberty, Suite 504
Reno, Nevada 89501-2107
Tel: 775-785-2300

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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 StatusApproved
Firm CRD#107568
SEC#801-30582
Assets Managed by Firm$973,800,173
No. of Clients1293
No. of Advisors24

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 ClientsAUM
Firm Total1293$973,800,173
Individuals (other than high net worth individuals)47$22,365,009
High net worth individuals1218$857,165,145
Corporations or other businesses27$23,801,324

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