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FOREVER FINANCIAL ADVISORS, LLC
CRD 134486 · SEC 801-132616
MA, United States
Phone
585-598-1377
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$72.2M
Discretionary AUM
$64.1M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $24.4M |
| High net worth individuals | 27 | $47.8M |
States served
MA, NY, TX, NH
All web addresses on file
Official SEC filing: View on IAPD