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FOSTER & WOOD, INC.
Tel: 503-785-9844
5 Centerpointe Drive Suite 400
Lake Oswego, Oregon 97035
FOSTER & WOOD, INC.
FOSTER & WOOD, INC. is a Lake Oswego, Oregon based financial advisory firm with nearly $164,248,088 in assets under management and provides investment advisory services for 211 clients. There are currently 3 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
165362
SEC#:
801-120625
No. of Clients:
211
Assets under Management
$164,248,088
No. of Advisors:
3
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