Navellier & Associates Inc

RIASEC RegisteredEst. 1987

Total AUM

$1.1B

Discretionary

$1.1B

99% of AUM

Avg account

$874K

Accounts

1,261

Employees

21

Advisory reps

12

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 an SEC-registered investment adviser that has operated since the late 1980s. The firm manages portfolios for individuals, families and institutional clients and runs educational seminars and workshops. Its fee model combines asset-based fees with performance-based fees. The shop emphasizes equity exposure in managed separative accounts and uses active portfolio management rather than an ESG focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities82%
Investment Grade Corp Bonds18%

Owners & executives

2 of 2

Louis Navellier
Chief Investment OfficerCRD 1792046
Arjen Kuyper
Chief Compliance OfficerCRD 1318810

Contacts

3 of 10

Brendon Williams
Senior DirectorCRD 2619289
Thomas Donnelly
Business Development ConsultantCRD 1566398
Phillip Mitteldorf
Portfolio ManagerCRD 2047232

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 45

Active vs passive

$57.5M in ETFs

Passive

99%

$57.1M

Active

0%

$402K

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES MSCI EAFE GROWTH ETF (EFG)	BlackRock	Passive	Foreign Large Growth	$3.3M	26,633	5.77%

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Primary office

Reno, NV

Washoe

Location

Reno, NV

Headquartered in Reno, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.

Metro area: Reno-Carson City-Fernley, NV
Region: West
County: Washoe
Address: 1 E Liberty St
Time zone: PT (UTC-8)
Office locations

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