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Building 2FOREVER FINANCIAL ADVISORS, LLC

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Phone585-598-1377
NotebookSEC #801-132616
Total AUM
$72.2M
Employees
1
Clients
48

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM-5PM
Monday - Friday
Phone
585-598-1377

ReceiptFinancials

Total AUM
$72.2M
Accounts
268
Discretionary
$64.1M
Accounts
218
Non-Discretionary
$8.1M
Accounts
50

ContactClients

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Individual Clients
21
AUM
$24.4M
HNW Individual Clients
27
AUM
$47.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANHNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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