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Home > Retirement Planners > iowa > west des moines > FOSTER GROUP, INC.
FOSTER GROUP, INC.
6601 Westown Parkway
Suite 100
West Des Moines, Iowa 50266
Tel: 515-226-9000
About FOSTER GROUP, INC.
FOSTER GROUP, INC, formally registered with the SEC as FOSTER GROUP, INC. The firm was established in 05/30/1991. They have over 2 offices throughout the country.
FOSTER GROUP, INC. is a West Des Moines, Iowa based Financial Planning firm with nearly $3,238,513,168 assets under management, offering retirement planning & investment advisory services to 4626 clients. The firm is staffed with 81 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107148 |
| SEC# | 801-38507 |
| Assets Managed by Firm | $3,238,513,168 |
| No. of Clients | 4626 |
| No. of Advisors | 81 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4626 | $3,238,513,168 |
| Individuals (other than high net worth individuals) | 988 | $424,566,232 |
| High net worth individuals | 759 | $2,510,255,782 |
| Charitable organizations | 39 | $191,092,866 |
| Corporations or other businesses | 20 | $57,786,547 |
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