FOSTER & WOOD, INC.

FOSTER & WOOD, INC. of LAKE OSWEGO, OR is an SEC-registered investment adviser (CRD 165362). Regulatory assets under management: $218.7M.

Registration

• CRD: 165362
• SEC file number: 801-120625
• Type: Registered investment adviser
• Location: 5 CENTERPOINTE DRIVE, SUITE 400, LAKE OSWEGO, OR, 97035
• Phone: 503-785-9844
• Latest filing: 2026-03-20
• Regulatory AUM: $218.7M
• Discretionary AUM: $155.2M
• Non-discretionary AUM: $63.5M
• Clients: 3
• Accounts: 222

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165362 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search