1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BOUVEL INVESTMENT PARTNERS, LLC

Map pinPHOENIXVILLE, PA
Phone610-933-3300
NotebookSEC #801-66713
Total AUM
$75.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1220 VALLEY FORGE ROAD
SUITE 43
PHOENIXVILLE
PA 19460
United States
Operating Hours
8AM TO 4PM
Monday - Friday
Phone
610-933-3300

ReceiptFinancials

Total AUM
$75.2M
Accounts
188
Discretionary
$69.1M
Accounts
141
Non-Discretionary
$6M
Accounts
47

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJPA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account