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| Navellier & Associates Inc
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|
|
|---|---|
| CRD # | 107568 |
| SEC # | 801-30582 |
| CIK # | 0000872163 |
| AUM | $1.1 B (2026-05-11) |
| Employees | 21 (10% Investors, 0% Brokers) |
| Phone | 775-785-2300 |
| Address | One E Liberty, Suite 504 Reno, NV 89501-2107 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Palantir Technologies Inc | 0.0 | ||
| Global MOFY Metaverse Ltd | 0.0 | ||
| Emcor Group Inc | 0.0 | ||
| Comfort Systems USA Inc | 0.0 | ||
| Quanta Services Inc | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| GS Acquisition Holdings Corp | 0.0 | ||
| Carpenter Technology Corp | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 37 | 0.0 |
| (b) Individuals (high net worth individuals) | 1,205 | 1.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 18 | 0.0 |
| (n) Other | 1 | 0.0 |
| Total | 1,261 | 1.1 |
| By Discretionary | ||
| Discretionary | 1,260 | 1.1 |
| Non-Discretionary | 1 | 0.0 |
| Total | 1,261 | 1.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.1 | |
| Total | 1,261 | 1.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000872163] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ellevest Inc
✚
|
NY | 1.1 |
|
Sharkey Howes & Javer Inc
✚
|
CO | 1.1 |
|
Ameriserv Wealth Advisors Inc
✚
|
PA | 1.1 |
|
Financial Advisors Network Inc
✚
|
CA | 1.1 |
|
The Financial Consulate Inc
✚
|
MD | 1.1 |
|
One Charles Private Wealth Services LLC
✚
|
MA | 1.1 |
|
The Joseph Group LLC
✚
|
OH | 1.1 |
|
Lineweaver Wealth Advisors LLC
✚
|
OH | 1.1 |
|
Hendershot Investments Inc
✚
|
1.1 | |
|
Ategenos Capital LLC
✚
|
PA | 1.1 |