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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 $3,083,295,163 assets under management, offering retirement planning & investment advisory services to 5768 clients. The firm is staffed with 75 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 107148 |
| SEC# | 801-38507 |
| Assets Managed by Firm | $3,083,295,163 |
| No. of Clients | 5768 |
| No. of Advisors | 75 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5768 | $3,083,295,163 |
| Individuals (other than high net worth individuals) | 1155 | $702,167,924 |
| High net worth individuals | 562 | $1,967,879,834 |
| Charitable organizations | 41 | $176,949,668 |
| Corporations or other businesses | 37 | $184,711,112 |
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