NAVELLIER & ASSOCIATES INC
CRD #107568 SEC #801-30582 RENO, NV 775-785-2300
SEC Registered Disclosures
Total AUM
$1B
Discretionary
$968.4M
Employees
22
Clients
--
Accounts
1,303
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $1B | $968.4M | $34.6M | 22 | 0 |
| Jul 2025 | $882.8M | $836M | $46.8M | 22 | 0 |
| May 2025 | $882.8M | $836M | $46.8M | 22 | 0 |
| Mar 2025 | $950.8M | $884.4M | $66.4M | 24 | 0 |
| Nov 2024 | $973.8M | $903.3M | $70.5M | 24 | 0 |
| Aug 2024 | $967.7M | $891.1M | $76.6M | 24 | 0 |
| Mar 2024 | $840.1M | $743.6M | $96.5M | 24 | 0 |
| Mar 2023 | $661.2M | $528.4M | $132.7M | 24 | 0 |
| Mar 2022 | $975.5M | $747.9M | $227.6M | 15 | 0 |
| Mar 2021 | $990M | $590.7M | $399.2M | 15 | 0 |
| Jul 2020 | $948.1M | $452M | $496.1M | 15 | 0 |
| Jun 2020 | $1.3B | $663.7M | $610.1M | 20 | 90 |
| Jun 2020 | $1.3B | $663.7M | $610.1M | 20 | 90 |
| Feb 2020 | $1.3B | $663.7M | $610.1M | 20 | 90 |
| Mar 2019 | $1.2B | $627.2M | $620.4M | 33 | 90 |
| Mar 2018 | $1.5B | $782.7M | $704.9M | 18 | 90 |
| Sep 2017 | $1.2B | $802.3M | $398.7M | 38 | 2,808 |
| Mar 2017 | $1.1B | $770.8M | $295.8M | 41 | 2,270 |
| Mar 2017 | $1.1B | $770.8M | $295.8M | 41 | 2,270 |
| Feb 2017 | $1.1B | $770.8M | $295.8M | 41 | 2,270 |
| Jul 2016 | $1.5B | $1.1B | $439.7M | 39 | 2,550 |
| Feb 2016 | $1.5B | $1.1B | $439.7M | 40 | 2,550 |
| Oct 2015 | $1.5B | $1.1B | $410.1M | 40 | 2,503 |
| May 2015 | $2.2B | $2.1B | $114.8M | 41 | 3,065 |
| Feb 2015 | $2.2B | $2.1B | $114.8M | 41 | 3,065 |
| Dec 2014 | $2.4B | $2.3B | $51.6M | 40 | 3,100 |
| Sep 2014 | $2.4B | $2.3B | $51.6M | 40 | 3,100 |
| Feb 2014 | $2.4B | $2.3B | $51.6M | 40 | 3,100 |
| Nov 2013 | $3.5B | $3.4B | $45.1M | 40 | 8,600 |
| Nov 2013 | $3.5B | $3.4B | $45.1M | 40 | 8,600 |
| Jul 2013 | $3.5B | $3.4B | $45.1M | 40 | 8,600 |
| Apr 2013 | $3.5B | $3.4B | $45.1M | 40 | 8,600 |
| Sep 2012 | $2.8B | $2.7B | $42.8M | 11 | 6,000 |
| May 2012 | $2.8B | $2.7B | $42.8M | 11 | 6,000 |
| Mar 2012 | $2.8B | $2.7B | $42.8M | 11 | 6,000 |
| Aug 2011 | $2.4B | $2.4B | $50.9M | -- | -- |
| Aug 2011 | $2.4B | $2.4B | $49.5M | -- | -- |
| May 2011 | $2.4B | $2.4B | $49.5M | -- | -- |
| Mar 2009 | $2.7B | $2.7B | $0 | -- | -- |
| Feb 2009 | $2.7B | $2.7B | $0 | -- | -- |
| Mar 2008 | $4.7B | $4.7B | $0 | -- | -- |
| Dec 2007 | $4.6B | $4.6B | $0 | -- | -- |
| Mar 2007 | $4.9B | $4.9B | $0 | -- | -- |
| Mar 2006 | $5B | $5B | $0 | 51 | -- |
| Jan 2006 | $4.5B | $4.5B | $0 | 51 | -- |
| Oct 2005 | $3.6B | $3.6B | $0 | 51 | -- |
| May 2004 | $2.8B | $2.8B | $0 | 51 | -- |
| Mar 2004 | $2.8B | $2.8B | $0 | 51 | -- |
| Mar 2002 | $3.4B | $3.4B | $0 | 51 | -- |
DateSep 2025
Total AUM$1B
Discretionary$968.4M
Non-Disc.$34.6M
Employees22
Clients0
DateJul 2025
Total AUM$882.8M
Discretionary$836M
Non-Disc.$46.8M
Employees22
Clients0
DateMay 2025
Total AUM$882.8M
Discretionary$836M
Non-Disc.$46.8M
Employees22
Clients0
DateMar 2025
Total AUM$950.8M
Discretionary$884.4M
Non-Disc.$66.4M
Employees24
Clients0
DateNov 2024
Total AUM$973.8M
Discretionary$903.3M
Non-Disc.$70.5M
Employees24
Clients0
DateAug 2024
Total AUM$967.7M
Discretionary$891.1M
Non-Disc.$76.6M
Employees24
Clients0
DateMar 2024
Total AUM$840.1M
Discretionary$743.6M
Non-Disc.$96.5M
Employees24
Clients0
DateMar 2023
Total AUM$661.2M
Discretionary$528.4M
Non-Disc.$132.7M
Employees24
Clients0
DateMar 2022
Total AUM$975.5M
Discretionary$747.9M
Non-Disc.$227.6M
Employees15
Clients0
DateMar 2021
Total AUM$990M
Discretionary$590.7M
Non-Disc.$399.2M
Employees15
Clients0
DateJul 2020
Total AUM$948.1M
Discretionary$452M
Non-Disc.$496.1M
Employees15
Clients0
DateJun 2020
Total AUM$1.3B
Discretionary$663.7M
Non-Disc.$610.1M
Employees20
Clients90
DateJun 2020
Total AUM$1.3B
Discretionary$663.7M
Non-Disc.$610.1M
Employees20
Clients90
DateFeb 2020
Total AUM$1.3B
Discretionary$663.7M
Non-Disc.$610.1M
Employees20
Clients90
DateMar 2019
Total AUM$1.2B
Discretionary$627.2M
Non-Disc.$620.4M
Employees33
Clients90
DateMar 2018
Total AUM$1.5B
Discretionary$782.7M
Non-Disc.$704.9M
Employees18
Clients90
DateSep 2017
Total AUM$1.2B
Discretionary$802.3M
Non-Disc.$398.7M
Employees38
Clients2,808
DateMar 2017
Total AUM$1.1B
Discretionary$770.8M
Non-Disc.$295.8M
Employees41
Clients2,270
DateMar 2017
Total AUM$1.1B
Discretionary$770.8M
Non-Disc.$295.8M
Employees41
Clients2,270
DateFeb 2017
Total AUM$1.1B
Discretionary$770.8M
Non-Disc.$295.8M
Employees41
Clients2,270
DateJul 2016
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$439.7M
Employees39
Clients2,550
DateFeb 2016
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$439.7M
Employees40
Clients2,550
DateOct 2015
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$410.1M
Employees40
Clients2,503
DateMay 2015
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$114.8M
Employees41
Clients3,065
DateFeb 2015
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$114.8M
Employees41
Clients3,065
DateDec 2014
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$51.6M
Employees40
Clients3,100
DateSep 2014
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$51.6M
Employees40
Clients3,100
DateFeb 2014
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$51.6M
Employees40
Clients3,100
DateNov 2013
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$45.1M
Employees40
Clients8,600
DateNov 2013
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$45.1M
Employees40
Clients8,600
DateJul 2013
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$45.1M
Employees40
Clients8,600
DateApr 2013
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$45.1M
Employees40
Clients8,600
DateSep 2012
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$42.8M
Employees11
Clients6,000
DateMay 2012
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$42.8M
Employees11
Clients6,000
DateMar 2012
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$42.8M
Employees11
Clients6,000
DateAug 2011
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$50.9M
Employees--
Clients--
DateAug 2011
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$49.5M
Employees--
Clients--
DateMay 2011
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$49.5M
Employees--
Clients--
DateMar 2009
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees--
Clients--
DateFeb 2009
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees--
Clients--
DateDec 2007
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees51
Clients--
DateJan 2006
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees51
Clients--
DateOct 2005
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees51
Clients--
DateMay 2004
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees51
Clients--
DateMar 2004
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees51
Clients--
DateMar 2002
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees51
Clients--