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NAVELLIER & ASSOCIATES INC

ONE E. LIBERTY, SUITE 504, RENO, NV 89501-2107
Fiduciaryfee-onlySEC Registered
775-785-2300 HTTP://WWW.NAVELLIER.COM CRD #107568
$1.1B
Assets Managed
2
Clients
21
Employees
39
Years Active
since 1987

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46153. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

regulatory46153

1 termination(s) from a firm disclosed on Form ADV Item 11.

Resolved

Total complaints on record: 0

Complaint ratio: 0.00 per 100 clients

Industry average is approximately 0.15 complaints per 100 clients. A ratio above 0.30 is considered elevated.

Firm Details

Legal NameNAVELLIER & ASSOCIATES INC
CRD Number#107568
SEC RegisteredYes
Registration Date1987-10-30
States RegisteredNV
Assets Under Management$1.1B
Number of Clients2
Employees21
Compensation Typefee-only
Last ADV Filing46153

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Frequently Asked Questions

Is NAVELLIER & ASSOCIATES INC a fiduciary?

Yes. NAVELLIER & ASSOCIATES INC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does NAVELLIER & ASSOCIATES INC charge clients?

NAVELLIER & ASSOCIATES INC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does NAVELLIER & ASSOCIATES INC have any complaints?

No. NAVELLIER & ASSOCIATES INC has zero complaints or disciplinary actions on file with the SEC or FINRA across 39 years of operation.

How does NAVELLIER & ASSOCIATES INC compare to other advisors in RENO?

NAVELLIER & ASSOCIATES INC has a Red Flag Score of 100/100. There are 21 registered advisory firms in RENO. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46153. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.