← Directory
NAVELLIER & ASSOCIATES INC
CRD 107568File 801-30582
APPROVED
Retail clients
Disclosure events
Filing as of May 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.10B
Above cohort median (national)
Discretionary AUM
$1.09B
Non-discretionary $12.9M
Clients
1,260
1,261 accounts
Employees
21
Top 25% of cohort in NV
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Oct 30, 1987
- Principal office
- ONE E. LIBERTY, SUITE 504, RENO, NV, 89501-2107
- Phone
- 775-785-2300
- Website
- HTTP://WWW.NAVELLIER.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.10B
- Discretionary AUM
- $1.09B
- Non-discretionary AUM
- $12.9M
- Discretionary accounts
- 1,260
- Non-discretionary accounts
- 1
- Total accounts
- 1,261
- AUM per client
- $875K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 18 | $6.2M |
| High net worth individuals | 1,205 | $1.06B |
| Individuals (other than high net worth individuals) | 37 | $25.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11G
- Q11H2
- Q11H1A
- Q11H1B
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 1261 | 1260 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.