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).

By the Numbers
  • Total Assets Under Management
    108
    MILLION
  • Total Number of Accounts
    461
    ACCOUNTS
  • Average Account Value
    $233,829
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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
  • Pension consulting services
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.

FL, ME, NH, NJ, PA, TX

Financial Advisors at Bouvel Investment Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Stephane E. Bouvel
CRD#: 4739811
1220 Valley Forge Road, Suite 43, Phoenixville, PA 19460
96
Wealthminder
score

Stephane Bouvel (CRD# 4739811) is an Investment Advisor Representative working at Bouvel Investment Partners, LLC in Phoenixville, PA and has over 12 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.

2
Jean Pierre G. Bouvel
CRD#: 1016538
1220 Valley Forge Road, Suite 43, Phoenixville, PA 19460
93
Wealthminder
score

Jean Pierre Bouvel (CRD# 1016538) is an Investment Advisor Representative working at Bouvel Investment Partners, LLC in Phoenixville, PA and has over 34 years of experience in the finance industry.

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