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| Happy Holidays!! thanks for using AUM13F!! |
| Navellier & Associates Inc
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| CRD # | 107568 |
| SEC # | 801-30582 |
| CIK # | 0000872163 |
| AUM | $882.8 M (2025-07-04) |
| Employees | 22 (9% Investors, 0% Brokers) |
| Phone | 775-785-2300 |
| Address | One E Liberty, Suite 504 Reno, NV 89501-2107 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000872163 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Global MOFY Metaverse Ltd | 0.0 | ||
| Quanta Services Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Royal Caribbean Cruises Ltd | 0.0 | ||
| Emcor Group Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Super Micro Computer Inc | 0.0 | ||
| Progressive Corp/Oh/ | 0.0 | ||
| Carpenter Technology Corp | 0.0 | ||
| Palantir Technologies Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 0.0 |
| (b) Individuals (high net worth individuals) | 1,237 | 0.8 |
| (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 | 26 | 0.0 |
| (n) Other | 1 | 0.0 |
| Total | 1,308 | 0.9 |
| By Discretionary | ||
| Discretionary | 1,307 | 0.8 |
| Non-Discretionary | 1 | 0.0 |
| Total | 1,308 | 0.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.9 | |
| Total | 1,308 | 0.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000872163] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Benjamin F Edwards Wealth Management LLC
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|
MO | 0.9 |
|
Old Mission Investment Company LLC
✚
|
MI | 0.9 |
|
Fiduciary Experts LLC
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|
0.9 | |
|
Modern Portfolio Management Inc
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|
OH | 0.9 |
|
Capsouth Partners Inc
✚
|
AL | 0.9 |
|
Sovereign Financial Group Inc
✚
|
CT | 0.9 |
|
REDW Wealth LLC
✚
|
NM | 0.9 |
|
Financial Solutions Advisory Group Inc
✚
|
IL | 0.9 |
|
KPP Advisory Services LLC
✚
|
KY | 0.9 |
|
The Marshall Financial Group Inc
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|
PA | 0.9 |