FOSTER & WOOD, INC.

LAKE OSWEGO, Oregon·2 registered advisors·CRD# 165362
SEC# 801-1206250503-785-9844
01

Firm Overview

AUM
$164M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FOSTER & WOOD, INC.

2 registered advisors
David Tarr Foster
LAKE OSWEGO, Oregon
Timothy Edward Wood
LAKE OSWEGO, Oregon
05

Office Locations

LAKE OSWEGO, Oregon
2 advisors

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Data sourced from SEC Form ADV filings. FOSTER & WOOD, INC. (CRD# 165362) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.