Foster Group Inc

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Foster Group Inc
CRD #107148
SEC #801-38507
CIK #0001266456, 0001841544
AUM $3.5 B (2025-06-17)
Employees 85 (55% Investors, 0% Brokers)
Phone515-226-9000
Address6601 Westown Parkway
West Des Moines, IA 50266
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($B)
4.03.22.41.60.80.02000200820172026
CIK Period
0001266456 0001841544
Sector Form 13F Holdings Value ($B)
Apple Inc 0.0
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 1,021 0.6
(b) Individuals (high net worth individuals) 722 2.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 28 0.2
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 23 0.1
(n) Other 35 0.1
Total 5,481 3.5
By Discretionary
Discretionary 5,425 3.5
Non-Discretionary 56 0.0
Total 5,481 3.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 3.5
Total 5,481 3.5
EDGAR Form CIK 2011 - 2025
D [0001266456]
13F-HR [0001841544]
Comparable Firms State AUM ($B)
PCA Investment Advisory Services Inc
OH 3.6
Quotient Wealth Partners LLC
TX 3.5
Highland Capital Management LLC
TN 3.5
Krilogy Financial LLC
MO 3.5
Dearborn Partners LLC
IL 3.5
Clinton Investment Management LLC
CT 3.5
Provenance Wealth Advisors LLC
FL 3.5
Western International Securities Inc
CA 3.5
Parkway Advisors LP
TX 3.5
Lindbrook Capital LLC
CA 3.5
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