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Forever Financial Advisors, LLC

● SEC registered since 2025CRD 134486SEC# 801-132616
Export (members)
Reg. AUM
$52.9M
Employees
1
Accounts
208
Location
—

Forever Financial Advisors, LLC assets under management

Forever Financial Advisors, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2025. It reports $52.9 million in regulatory assets under management and employs 1 people.
www.foreverfinancial.comView on SEC.gov ↗

Forever Financial Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Annie Catherine McQuilken ControlPresident And CcoOver 75%2005

Frequently asked questions

How much does Forever Financial Advisors, LLC manage?

Forever Financial Advisors, LLC reports $52.9 million in regulatory assets under management on its Form ADV.

How many employees does Forever Financial Advisors, LLC have?

Forever Financial Advisors, LLC reports 1 employees.

Does Forever Financial Advisors, LLC disclose fund performance?

Forever Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone585-598-1377
Office hours9a.m.-5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$46.8M
Non-discretionary$6.1M
Total (RAUM)$52.9M