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 has been SEC-registered since 2014. The firm focuses on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. Its advisory fees are charged as a percentage of assets under management and, in some cases, on an hourly basis. Bouvel does not market itself as an active ESG investor and is not listed as a capital allocator.
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 3
Stephane 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 26Active vs passive
$139M in ETFs
41%
$57.4M
58%
$81.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND (BOND) | PIMCO | Active | Intermediate Core Plus Bond | $15.1M | 163,263 | 10.86% |
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
Similar firms
Vermillion & White Wealth Management Group
RIAPhoenixville, PA
Barnstone Advisors LLC
RIAPhoenixville, PA
Prosperity Advisers, LLC
RIAHorsham, PA
Macro Advisors, Inc.
RIAYork, PA
Rubenstein Partners
RIAPhiladelphia, PA
Persimmon Capital Management
RIABlue Bell, PA