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Foster & Wood, Inc.

● SEC registered since 2021CRD 165362SEC# 801-120625Lake Oswego, OR
Export (members)
Reg. AUM
$189M
Employees
3
Accounts
222
Location
Lake Oswego, OR

Foster & Wood, Inc. assets under management

Foster & Wood, Inc. operates as an SEC-registered investment adviser based in Lake Oswego, OR. The firm has been registered since 2021. It reports $189 million in regulatory assets under management and employs 3 people.
fosterandwood.comView on SEC.gov ↗

Foster & Wood, Inc. owners & executives

2 reported
NameTitleOwnershipSince
David Tarr Foster ControlPresident/ CcoOver 75%2012
Timothy Edward Wood ControlPrincipal5-10%2015

Frequently asked questions

How much does Foster & Wood, Inc. manage?

Foster & Wood, Inc. reports $189 million in regulatory assets under management on its Form ADV.

How many employees does Foster & Wood, Inc. have?

Foster & Wood, Inc. reports 3 employees.

Where is Foster & Wood, Inc. located?

Foster & Wood, Inc. is based in Lake Oswego, OR and has been SEC-registered since 2021.

Does Foster & Wood, Inc. disclose fund performance?

Foster & Wood, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5 Centerpointe Drive, Suite 400, Lake Oswego, OR 97035
Phone503-785-9844
FaxN/A
Office hours9 a.m. - 5 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$130.9M
Non-discretionary$58M
Total (RAUM)$189M