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Building 2FOSTER & WOOD, INC.

Map pinLAKE OSWEGO, OR
Phone503-785-9844
NotebookSEC #801-120625
Total AUM
$218.7M
Employees
3
Clients
108

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5 CENTERPOINTE DRIVE
SUITE 400
LAKE OSWEGO
OR 97035
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
503-785-9844

ReceiptFinancials

Total AUM
$218.7M
Accounts
222
Discretionary
$155.2M
Accounts
126
Non-Discretionary
$63.5M
Accounts
96

ContactClients

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Individual Clients
47
AUM
$9.1M
HNW Individual Clients
21
AUM
$37.2M
Pension/Profit Sharing Plan Clients
40
AUM
$172.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ORTXWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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