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- Custodian
- Broadridge ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-30-1987
- Office Locations
- 4
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.
Reported data analysis
What the numbers show
Between September 18, 2025 and May 11, 2026, reported AUM increased 9.9%, from $1.0B to $1.1B.
Across 5 reported observations, AUM increased 13.0% between March 21, 2022 and May 11, 2026, from $975.5M to $1.1B.
Of the latest reported AUM, 98.8% is discretionary and 1.2% is non-discretionary.
The firm reports 2 advisory representatives and 1,261 clients, or 630.5 clients per representative. That equates to $873.9K in reported AUM per client.
The profile lists 4 reported office locations and 38 years in operation. The source data was last updated on May 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Navellier & Associates INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
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KEITH MICHAEL BASSO
--
- CRD
- #1400457
ALBERT HORNE BURCHFIELD IV
National Account Executive
- CRD
- #1093351
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
SMA allocation detail is available
Navellier & Associates INC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Navellier & Associates INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.