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Bouvel Investment Partners, LLC

Headquartered in PHOENIXVILLE, PA

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Firm Information

Bouvel Investment Partners, LLC is a registered investment adviser located in PHOENIXVILLE, PA. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. Bouvel Investment Partners, LLC manages approximately $267,902,505 in regulatory assets under management.

Bouvel Investment Partners, LLC

1220 VALLEY FORGE ROAD

PHOENIXVILLE, PA 19460

$267.90M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

BOUVEL INVESTMENT PARTNERS, LLC has a total of 1 branch locations across the country.
location

PHOENIXVILLE, PA

Advisors at Bouvel Investment Partners, LLC

View All 2 Advisors
Unclaimed
Jean pierre Georges Bouvel

RA

PHOENIXVILLE, PA

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Unclaimed
Stephane Eric Bouvel

RA

PHOENIXVILLE, PA

View Profile

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Disclosures

There are no public disclosures for Bouvel Investment Partners, LLC.

Frequently Asked Questions (8)

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