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BOUVEL INVESTMENT PARTNERS, LLC
CRD 108436 · SEC 801-79817
1220 VALLEY FORGE ROAD, SUITE 43, PHOENIXVILLE, PA, 19460, United States
Phone
610-933-3300
Fax
610-933-9190
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$374.4M
Discretionary AUM
$367.4M
Team
4 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-05-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 110 | $40.1M |
| High net worth individuals | 96 | $334.4M |
States served
CA, IN, ME, NJ, NY, NC, PA, UT, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD