BOUVEL INVESTMENT PARTNERS, LLC - Financial Advisor in Pennsylvania, Phoenixville

Tel: 610-933-3300 1220 Valley Forge Road Suite 43 Phoenixville, Pennsylvania 19460

About BOUVEL INVESTMENT PARTNERS, LLC

BOUVEL INVESTMENT PARTNERS, LLC is a Phoenixville, Pennsylvania based financial advisory firm with nearly $267,902,505 in assets under management and provides investment advisory services for 725 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

108436

Firm SEC#:

801-79817

Assets Under Management:

$267,902,505

No. of Clients:

725

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Hourly charges

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