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Home > Retirement Planners > oregon > lake oswego > FOSTER & WOOD, INC.
FOSTER & WOOD, INC.
5 Centerpointe Drive
Suite 400
Lake Oswego, Oregon 97035
Tel: 503-785-9844
About FOSTER & WOOD, INC.
FOSTER & WOOD, INC, formally registered with the SEC as FOSTER & WOOD, INC. The firm was established in 03/26/2021. They have over 1 offices throughout the country.
FOSTER & WOOD, INC. is a Lake Oswego, Oregon based Financial Planning firm with nearly $164,248,088 assets under management, offering retirement planning & investment advisory services to 211 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 165362 |
| SEC# | 801-120625 |
| Assets Managed by Firm | $164,248,088 |
| No. of Clients | 211 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 211 | $164,248,088 |
| Individuals (other than high net worth individuals) | 57 | $16,736,937 |
| High net worth individuals | 10 | $16,541,588 |
| Pension and profit sharing plans | 42 | $130,969,563 |
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|---|---|---|---|
| $34,385,256,113 | 126310 | 112 | |
| $25,897,235,362 | 73 | 9 | |
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| $6,856,132,947 | 1409 | 17 |
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