Wealth Manager
    SEC Registered

    Navellier & Associates Inc

    Registered investment advisor · Reno, Nevada · CRD #107568

    Assets Under Management
    $1.1B
    Client Accounts
    1,259
    Employees
    21
    CRD Number
    107568
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Navellier & Associates Inc

    Naviellier & Associates Inc., founded in 1987, is an investment advisory firm headquartered in Reno, Nevada, managing domestic and international equity portfolios. It has 11-50 employees and focuses on low volatility products.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Navellier & Associates Inc's AUM?

    Navellier & Associates Inc reports approximately $1.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Navellier & Associates Inc headquartered?

    Navellier & Associates Inc is headquartered in Reno, Nevada.

    What is Navellier & Associates Inc's CRD number?

    Navellier & Associates Inc's CRD number is 107568. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Navellier & Associates Inc manage?

    Navellier & Associates Inc manages approximately 1,259 client accounts according to its latest SEC filing.

    Is Navellier & Associates Inc SEC registered?

    Yes, Navellier & Associates Inc is registered with the SEC as an investment adviser with an approved registration status.

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