NAVELLIER & ASSOCIATES INC

RIASEC RegisteredEst. 1987

Total AUM

$1.1B

Discretionary

$1.1B

99% of AUM

Avg account

$874K

Accounts

1,261

Employees

Advisory reps

Firm details

Headquarters: RENO, Nevada
CRD number: 107568
Registered since: October 30, 1987
Website: navellier.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI95.94%
Individuals2.33%
Other1.17%
Corporations / Businesses0.56%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Navellier & Associates Inc. is a portfolio manager that has been SEC-registered since 1987 and is organized as a corporation under individual ownership. The firm manages assets for both individual and family clients as well as institutional accounts. Its advisory work centers on discretionary portfolio management for individuals, small businesses and institutional clients, and it also provides educational seminars and workshops. Navellier charges fees based on a percentage of assets under management and can assess performance-based fees. The firm does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Exchange Traded Equities82%
Investment Grade Corp Bonds18%

Owners & executives

2 of 2

LOUIS NAVELLIER
Chairman of the Board, Chief Investment Officer and Chief Compliance OfficerCRD 1792046
ARJEN KUYPER
Chief Compliance OfficerCRD 1318810