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FOSTER & WOOD, INC.
CRD 165362 · SEC 801-120625
5 CENTERPOINTE DRIVE, SUITE 400, LAKE OSWEGO, OR, 97035, United States
Phone
503-785-9844
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$218.7M
Discretionary AUM
$155.2M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 47 | $9.1M |
| High net worth individuals | 21 | $37.2M |
| Pension/profit sharing plans | 40 | $172.4M |
States served
OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD