BOUVEL INVESTMENT PARTNERS, LLC
Firm details
- Headquarters
- PHOENIXVILLE, Pennsylvania
- CRD number
- 108436
- Registered since
- June 3, 2014
- Website
- bouvel.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI89.3%
- Individuals10.7%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Bouvel Investment Partners, LLC is an independent, individual-owned registered investment adviser that serves primarily individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and charges clients by a percentage of assets under management and, in some cases, hourly fees. Bouvel is not positioned as a capital allocator or pension consultant, does not characterize itself as an active ESG investor, and is not listed as a multi-state adviser on the available snapshot.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- Public Funds/Mutual Funds29%
- Cash & Cash Equivalents5%
Contacts
3 of 3STEPHANE BOUVEL
PartnerCRD 4739811
Malea Hornback
Financial PlannerCRD 2497140
JEAN PIERRE BOUVEL
Managing Member and FounderCRD 1016538
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$123M in ETFs
31%
$38.4M
68%
$84.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND (BOND) | PIMCO | Active | Intermediate Core Plus Bond | $22M | 238,621 | 17.93% |
Location
PHOENIXVILLE, PA
CHESTER
Location
PHOENIXVILLE, PA
Headquartered in PHOENIXVILLE, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- CHESTER
- Address
- 1220 Valley Forge Rd
- Time zone
- ET (UTC-5)
- Office locations
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