# FOREVER FINANCIAL ADVISORS, LLC

FOREVER FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 134486
- Type: SEC-registered investment adviser
- SEC file number: 801-132616
- Phone: 585-598-1377
- Latest filing: 2026-03-30
- Regulatory AUM: $72.2M
- Discretionary AUM: $64.1M
- Non-discretionary AUM: $8.1M
- Clients: 1
- Accounts: 268

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities, Corporations

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Annie Catherine Mcquilken | PRESIDENT AND CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134486/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134486/similar
- Related entities: https://search.stillhousedata.com/firm/134486/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134486

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.