Forever Financial Advisors, LLC
● SEC registered since 2025CRD 134486SEC# 801-132616
Reg. AUM
$72.2M
Employees
1
Accounts
268
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 $72.2 million in regulatory assets under management and employs 1 people.
Forever Financial Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Annie Catherine McQuilken Control | President And Cco | Over 75% | 2005 |
Frequently asked questions
How much does Forever Financial Advisors, LLC manage?
Forever Financial Advisors, LLC reports $72.2 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
| Phone | 585-598-1377 |
| Office hours | 9a.m.-5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$72.2M▲ 36%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$72.2Mregulatory AUM
Discretionary $64.1MNon-discretionary $8.1M