FOREVER FINANCIAL ADVISORS, LLC

FOREVER FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser (CRD 134486). Regulatory assets under management: $72.2M.

Registration

• CRD: 134486
• SEC file number: 801-132616
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 134486 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search