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Phillip Lee Mitteldorf

Navellier & Associates Inc.

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About Phillip Lee Mitteldorf

Phillip Lee Mitteldorf is an investment advisor representative who is registered with Navellier & Associates Inc.. Phillip has been in the industry since 1998 and holds the Series 6, 7, 26 and 65 licenses. Phillip is a licensed advisor in Nevada and Texas. His past experience includes roles with Naveillier Securities Corp. and Pruco Securities Corporation.

Firm Information

Phillip Mitteldorf is currently registered with Navellier & Associates Inc.. Navellier & Associates Inc. is an investment advisor based in Reno, Nevada. The firm provides portfolio management services to individuals, corporations, and other businesses. They also offer educational seminars and UIT (AAM) services. With over $973 million in regulatory assets under management, Navellier & Associates Inc. caters to high-net-worth individuals, corporations, and other businesses. The firm's website address is HTTP://WWW.NAVELLIER.COM.
Navellier & Associates Inc.

ONE E. LIBERTY, SUITE 504

RENO, NV 89501-2107

$973.80M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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uit

Uit

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Phillip Mitteldorf’s Registration & Firm History

NV

02/14/2007 - Present

Navellier & Associates Inc. (RENO NV)

NV

10/25/2000 - 11/06/2006

NAVELLIER SECURITIES CORP. (RENO NV)

NV

12/07/1998 - 04/09/1999

NAVELLIER SECURITIES CORP. (RENO NV)

NJ

05/24/1990 - 06/22/1990

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

05/24/1990 - 06/22/1990

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

BC

Issued 01/12/1999

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/05/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/18/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/01/1998

Series 7 - General Securities Representative Examination

BC

Issued 01/12/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Phillip Lee Mitteldorf.
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