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Building 2NAVELLIER & ASSOCIATES INC

Map pinRENO, NV
Phone775-785-2300
NotebookSEC #801-30582
Total AUM
$1.1B
Employees
21
Clients
1,261

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE E. LIBERTY, SUITE 504
RENO
NV 89501-2107
United States
Operating Hours
7:00 AM TO 5:00 PM
Monday - Friday
Phone
775-785-2300

ReceiptFinancials

Total AUM
$1.1B
Accounts
1,261
Discretionary
$1.1B
Accounts
1,260
Non-Discretionary
$12.9M
Accounts
1

ContactClients

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Individual Clients
37
AUM
$25.7M
HNW Individual Clients
1,205
AUM
$1.1B
Corporation or Business Clients
18
AUM
$6.2M
Other Clients
1
AUM
$12.9M
Description of Other Clients
UIT (AAM)

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
UIT
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Court Injunction (Past 10 Years)Court Violation FindingPending Civil ProceedingPending Regulatory Proceeding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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