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).

By the Numbers
  • Total Assets Under Management
    164
    MILLION
  • Total Number of Accounts
    211
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

OR, TX, WA

Financial Advisors at Foster & Wood, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
David T. Foster
CRD#: 4584178
5 Centerpointe Drive, Suite 400, Lake Oswego, OR 97035

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 E. Wood
CRD#: 4428218
5 Centerpointe Drive, Suite 400, Lake Oswego, OR 97035

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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