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Building 2BOUVEL INVESTMENT PARTNERS, LLC

Map pinPHOENIXVILLE, PA
Phone610-933-3300
NotebookSEC #801-79817
Total AUM
$374.4M
Employees
4
Clients
206

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
Other Offices
2

ReceiptFinancials

Total AUM
$374.4M
Accounts
758
Discretionary
$367.4M
Accounts
726
Non-Discretionary
$7.1M
Accounts
32

ContactClients

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Individual Clients
110
AUM
$40.1M
HNW Individual Clients
96
AUM
$334.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLINMENCNHNJNYPATXUTVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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