FOSTER & WOOD, INC.
Lake Oswego, United States · CRD 165362
SEC-registered investment adviser since 2021 · corporation. It files no 13F, so there are no holdings to show.
- Assets managed$218.7m
- Main clients (by assets)Pension plans 79%, High net worth individuals 17%, Individuals 4%
- Websitefosterandwood.com
- Form ADV · 2026-03-20SEC adviser record
- Kindinstitutions
- Others nearbyLake Oswego, OR
As an employer
- Staff (Form ADV)3 · 3 in investment roles
- Offices in1 country