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Jean Pierre Georges Bouvel

BOUVEL INVESTMENT PARTNERS, LLC·PHOENIXVILLE, Pennsylvania
Clean recordBOUVEL INVESTMENT PARTNERS, LLC
1220 VALLEY FORGE ROAD, PHOENIXVILLE, PA 19460CRD# 1016538Firm CRD# 108436

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jean Pierre Georges Bouvel · PHOENIXVILLE, PA
Registration
CRD #1016538 · BOUVEL INVESTMENT PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jean Pierre Georges Bouvel is a registered financial advisor based in PHOENIXVILLE, Pennsylvania, affiliated with BOUVEL INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BOUVEL INVESTMENT PARTNERS, LLC
BOUVEL INVESTMENT PARTNERS, LLC
AUM
$268M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at BOUVEL INVESTMENT PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1016538
Firm CRD# 108436
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jean Pierre Georges Bouvel offer?
Jean Pierre Georges Bouvel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PHOENIXVILLE, Pennsylvania for a consultation.
What are Jean Pierre Georges Bouvel's credentials?
Jean Pierre Georges Bouvel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jean Pierre Georges Bouvel located?
Jean Pierre Georges Bouvel is based in PHOENIXVILLE, Pennsylvania, working with BOUVEL INVESTMENT PARTNERS, LLC. Their office serves clients in the PHOENIXVILLE metropolitan area and surrounding communities.
How does Jean Pierre Georges Bouvel charge for services?
Jean Pierre Georges Bouvel's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOUVEL INVESTMENT PARTNERS, LLC?
BOUVEL INVESTMENT PARTNERS, LLC has approximately 4 employees and manages $268M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BOUVEL INVESTMENT PARTNERS, LLC

Stephane Eric Bouvel
PHOENIXVILLE, PA

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Research
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