BOUVEL INVESTMENT PARTNERS, LLC

1220 Valley Forge Road
Suite 43
Phoenixville, Pennsylvania 19460
Tel: 610-933-3300

About BOUVEL INVESTMENT PARTNERS, LLC

BOUVEL INVESTMENT PARTNERS, LLC, formally registered with the SEC as BOUVEL INVESTMENT PARTNERS, LLC. The firm was established in 06/03/2014. They have over 2 offices throughout the country.

BOUVEL INVESTMENT PARTNERS, LLC is a Phoenixville, Pennsylvania based Financial Planning firm with nearly $267,902,505 assets under management, offering retirement planning & investment advisory services to 725 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108436
SEC#	801-79817
Assets Managed by Firm	$267,902,505
No. of Clients	725
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	725	$267,902,505
Individuals (other than high net worth individuals)	135	$42,531,577
High net worth individuals	88	$225,370,928

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VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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