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FOSTER GROUP, INC.
CRD 107148 · SEC 801-38507
6601 WESTOWN PARKWAY, SUITE 100, WEST DES MOINES, IA, 50266, United States
Phone
515-226-9000
Fax
515-224-4970
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.78B
Discretionary AUM
$4.60B
Team
93 total employees; 45 advisory reps; 9 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1241 | $872.1M |
| High net worth individuals | 715 | $3.16B |
| Charitable organizations | 45 | $271.3M |
| Corporations/business entities | 60 | $393.5M |
States served
VT, AZ, AR, CA, CO, GA, IL, IA, KS, LA, MI, MN, NE, NV, NY, NC, OH, OK, OR, TN, UT, VA, WI, MO, WA, TX, NH, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD