Navellier & Associates Inc.

Navellier & Associates Inc. (CRD# 107568) is a financial advisory firm headquartered in Reno, NV. They manage $1,539,700,909 in 2,562 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,540
    MILLION
  • Total Number of Accounts
    2,562
    ACCOUNTS
  • Average Account Value
    $600,976
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Navellier & Associates Inc.
Showing 1 - 10 of 21 top financial advisors.
1
James P. McGarry
CRD#: 4435121
Hillsborough, NJ
96
Wealthminder
score

James McGarry (CRD# 4435121) is an Investment Advisor Representative working at Navellier & Associates Inc. in Hillsborough, NJ and has over 15 years of experience in the finance industry. James McGarry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kenneth L. Stein
CRD#: 2582342
1345 Ave Of Americas, 2nd Fl, New York, NY 10105
96
Wealthminder
score

Kenneth Stein (CRD# 2582342) is an Investment Advisor Representative working at Navellier & Associates Inc. in New York, NY and has over 9 years of experience in the finance industry. Kenneth Stein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Keith M. Basso
CRD#: 1400457
One E. Liberty, Suite 504, Reno, NV 89501
93
Wealthminder
score

Keith Basso (CRD# 1400457) is an Investment Advisor Representative working at Navellier & Associates Inc. in Reno, NV and has over 22 years of experience in the finance industry.

4
Albert H. Burchfield
CRD#: 1093351
One E. Liberty, Suite 504, Reno, NV 89501
93
Wealthminder
score

Albert Burchfield (CRD# 1093351) is an Investment Advisor Representative working at Navellier & Associates Inc. in Reno, NV and has over 33 years of experience in the finance industry.

5
Cheryl J. Czyz
CRD#: 2684237
One E. Liberty, Suite 504, Reno, NV 89501
93
Wealthminder
score

Cheryl Czyz (CRD# 2684237) is an Investment Advisor Representative working at Navellier & Associates Inc. in Reno, NV and has over 20 years of experience in the finance industry.

6
Thomas W. Donnelly
CRD#: 1566398
1345 6th Ave 2nd Floor, New York, NY 10105
93
Wealthminder
score

Thomas Donnelly (CRD# 1566398) is an Investment Advisor Representative working at Navellier & Associates Inc. in New York, NY and has over 29 years of experience in the finance industry.

7
Michael D. Garaventa
CRD#: 4479789
One E. Liberty, Suite 504, Reno, NV 89501
93
Wealthminder
score

Michael Garaventa (CRD# 4479789) is an Investment Advisor Representative working at Navellier & Associates Inc. in Reno, NV and has over 14 years of experience in the finance industry.

8
Andrew B. Harris
CRD#: 2752466
One E. Liberty, Suite 504, Reno, NV 89501
93
Wealthminder
score

Andrew Harris (CRD# 2752466) is an Investment Advisor Representative working at Navellier & Associates Inc. in Reno, NV and has over 14 years of experience in the finance industry.

9
Timothy A. Hope
CRD#: 1378151
One E. Liberty, Suite 504, Reno, NV 89501
93
Wealthminder
score

Timothy Hope (CRD# 1378151) is an Investment Advisor Representative working at Navellier & Associates Inc. in Reno, NV and has over 20 years of experience in the finance industry.

10
Arjen P. Kuyper
CRD#: 1318810
One E. Liberty, Suite 504, Reno, NV 89501
93
Wealthminder
score

Arjen Kuyper (CRD# 1318810) is an Investment Advisor Representative working at Navellier & Associates Inc. in Reno, NV and has over 23 years of experience in the finance industry.

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