Navellier & Associates Inc

Overview

Navellier & Associates Inc is an SEC registered investment adviser based in Reno, NV, registered since 1987. It reports $1.1B in assets under management across 1,261 accounts, with 21 employees. It has 12 investment adviser representatives.

Reported AUM

$1.1B

Discretionary

99%

Accounts

1,261

Average account

$874K

Employees

21

Advisory reps

12

Registered since

1987

Jurisdictions

53

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Individuals or Small Business
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other clients

Fee structure

Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.

Executive officers 1 of 1

• Louis Gene Navellier Chief Executive Officer, Chief Investment Officer CRD 1792046

Advisory reps 3 of 12

• Keith Michael Basso Investment Adviser Rep CRD 1400457
• Albert Horne Burchfield IV Investment Adviser Rep CRD 1093351
• Cheryl Czyz Investment Adviser Rep CRD 2684237

9 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1 E Liberty St Ste 504
Reno, NV 89501

County

Washoe

Metro area

Reno, NV

Region

West

Registrations

• SEC registered
• Registered in 53 jurisdictions
• Website: navellier.com

Every state, with registration dates

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