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BOUVEL INVESTMENT PARTNERS, LLC
BOUVEL INVESTMENT PARTNERS, LLC
PHOENIXVILLE, Pennsylvania
·
2 registered advisors
·
CRD# 108436
SEC# 801-79817
1
610-933-3300
01
Firm Overview
AUM
$268M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at BOUVEL INVESTMENT PARTNERS, LLC
2 registered advisors
Jean Pierre Georges Bouvel
PHOENIXVILLE, Pennsylvania
CRD# 1016538
Stephane Eric Bouvel
PHOENIXVILLE, Pennsylvania
CRD# 4739811
05
Office Locations
PHOENIXVILLE, Pennsylvania
2 advisors
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Data sourced from SEC Form ADV filings. BOUVEL INVESTMENT PARTNERS, LLC (CRD# 108436) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.