Bouvel Investment Partners, LLC
Bouvel Investment Partners, LLC (CRD# 108436) is a financial advisory firm headquartered in Phoenixville, PA. They manage $107,795,125 in 461 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management108MILLION
Total Number of Accounts461ACCOUNTS
Average Account Value$233,829
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL, ME, NH, NJ, PA, TX
Stephane Bouvel (CRD# 4739811) is an Investment Advisor Representative working at Bouvel Investment Partners, LLC in Phoenixville, PA and has over 13 years of experience in the finance industry. Stephane Bouvel 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.
Jean Pierre Bouvel (CRD# 1016538) is an Investment Advisor Representative working at Bouvel Investment Partners, LLC in Phoenixville, PA and has over 35 years of experience in the finance industry.