Foster & Wood, Inc.
Foster & Wood, Inc. (CRD# 165362) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $164,248,088 in 211 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management164MILLION
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Total Number of Accounts211ACCOUNTS
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Average Account Value$778,427
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR, TX, WA
Financial Advisors at Foster & Wood, Inc.
1
David Foster (CRD# 4584178) is an Investment Advisor Representative working at Foster & Wood, Inc. in Lake Oswego, OR and has over 21 years of experience in the finance industry.
2
Timothy Wood (CRD# 4428218) is an Investment Advisor Representative working at Foster & Wood, Inc. in Lake Oswego, OR and has over 22 years of experience in the finance industry.
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