Bouvel Investment Partners, LLC

Bouvel Investment Partners, LLC (CRD# 108436) is a financial advisory firm headquartered in Phoenixville, PA. They manage $267,902,505 in 725 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
1220 Valley Forge Road, Suite 43, Phoenixville, PA 19460
http://www.bouvel.com
By the Numbers
  • Total Assets Under Management
    268
    MILLION
  • Total Number of Accounts
    725
    ACCOUNTS
  • Average Account Value
    $369,521
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IN, ME, NC, NH, NJ, NY, PA, TX, VA

Financial Advisors at Bouvel Investment Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jean Pierre Bouvel, financial advisor Phoenixville PA
Jean Pierre G. Bouvel
CRD#: 1016538
1220 Valley Forge Road, Suite 43, Phoenixville, PA 19460

Jean Pierre Bouvel (CRD# 1016538) is an Investment Advisor Representative working at Bouvel Investment Partners, LLC in Phoenixville, PA and has over 42 years of experience in the finance industry.

2
Stephane Bouvel, financial advisor Phoenixville PA
Stephane E. Bouvel
CRD#: 4739811
1220 Valley Forge Road, Suite 43, Phoenixville, PA 19460

Stephane Bouvel (CRD# 4739811) is an Investment Advisor Representative working at Bouvel Investment Partners, LLC in Phoenixville, PA and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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