This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Zenith optimaGlacier matrix +more
- Established Date
- 05-20-2019
- Office Locations
- 1
Office Locations
About Investing Forever Advisory
Investing Forever Advisory is a 100% virtual, fee-only RIA led by Trishul Patel, CFP®, MBA, serving West Palm Beach and clients nationwide. The firm provides ongoing financial planning and discretionary investment management for high-performance professionals, with planning across tax, insurance, estate and college topics. Portfolios primarily use public funds and ETFs; custody includes Schwab and Vanguard.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Trishul Patel
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #7093411
- Ownership
- 75% or more
SHAHIRAH PATEL
--
- CRD
- #7073174
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,437,859 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,437,859 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $21,437,859
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,101,342,416 | 25.2% |
| Equity - Exchange | $3,919,170,379 | 47.0% |
| Cash | $2,318,147,586 | 27.8% |
| Total | $8,338,660,381 | 100.0% |