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- Custodian
- Broadridge ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- PioneerValue +more
- Established Date
- 10-30-1987
- Office Locations
- 3
Office Locations
About Navellier & Associates INC
Navellier & Associates is an investment advisory firm serving individual investors, including high-net-worth clients, with custom stock, ETF, and defensive portfolios. Built on quantitative analysis of growth stocks dating to 1980, the team supports growth, income, and defensive investor objectives and offers confidential portfolio reviews and weekly MarketMail commentary.
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Owner & Executives
LOUIS GENE NAVELLIER
Advisor, Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer
- CRD
- #1792046
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
KEITH MICHAEL BASSO
--
- CRD
- #1400457
ALBERT HORNE BURCHFIELD IV
National Account Executive
- CRD
- #1093351
Meridian quantum
Quantum frontier radial
- CRD
- #53581
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,089,080,138 | $864,349 |
| Non-Discretionary | $12,856,862 | $12,856,862 |
| Total | $1,101,937,000 | $873,860 |
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Separately Managed Accounts
Total SMA Asset: $1,101,937,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,084,066,816 | 36.6% |
| Corporate - Investment Grade | $5,342,345,249 | 63.4% |
| Total | $8,426,412,065 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT DELTA | HARBOR ELEMENT | 3S6TBYCD6 | TRJSK | 7.41% | $109,740,372 |
| HARBOR NORTH VERTEX | CATALYST QUANTUM | WV22WJAOO | MGG | 7.26% | $91,901,783 |
| BRIDGE HORIZON | NORTH EAGLE | GYA1W3WRF | WGIDF | 7.75% | $109,865,848 |
| GLACIER PATHWAY HARBOR | MERIDIAN ZENITH | R7FTBEILI | BEM | 10.49% | $22,610,872 |
| PRIME VECTOR EAGLE | VERTEX VECTOR | AAFRWE7GU | IBHG | 4.71% | $75,778,041 |
| PRIME ZENITH FOCUS | CATALYST UNISON | P5XR5GAMD | QHQAA | 2.02% | $9,780,425 |
| OPTIMA PRIME | QUANTUM LEGACY | C9ZW8GKNL | UDWSQ | 2.10% | $69,971,469 |
| CREST ALPHA | DELTA MATRIX | 9MN5Q2AC4 | THF | 10.13% | $113,675,420 |