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| Keyboard |
| Foster & Wood Inc
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|---|---|
| CRD # | 165362 |
| SEC # | 801-120625 |
| CIK # | |
| AUM | 218.7 M (2026-03-20) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 503-785-9844 |
| Address | 5 Centerpointe Drive Lake Oswego, OR 97035 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 9.1 |
| (b) Individuals (high net worth individuals) | 21 | 37.2 |
| (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 | 40 | 172.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 222 | 218.7 |
| By Discretionary | ||
| Discretionary | 126 | 155.2 |
| Non-Discretionary | 96 | 63.5 |
| Total | 222 | 218.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 218.7 | |
| Total | 222 | 218.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Slocum Gordon & Co LLP
✚
|
RI | 219.2 M |
|
Forteris Wealth Management Inc
✚
|
NY | 219.0 M |
|
San BLAS Advisory Inc
✚
|
GA | 218.9 M |
|
Vaughan and Company Securities Inc
✚
|
NJ | 218.9 M |
|
Capital Consulting & Asset Management Inc
✚
|
NE | 218.7 M |
|
Griffith & Werner Inc
✚
|
GA | 218.6 M |
|
Miami Valley Portfolio Management Inc
✚
|
OH | 218.6 M |
|
Kempner Capital Management Inc
✚
|
TX | 218.3 M |
|
Highpass Asset Management LLC
✚
|
CO | 218.2 M |
|
Integrated Wealthcare LLC
✚
|
NC | 218.2 M |