FOSTER & WOOD, INC.
CRD #165362 SEC #801-120625 LAKE OSWEGO, OR 503-785-9844
SEC Registered
Total AUM
$189M
Discretionary
$130.9M
Employees
3
Clients
0
Accounts
222
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $189M | $130.9M | $58M | 3 | 0 |
| Mar 2025 | $189M | $130.9M | $58M | 3 | 0 |
| Mar 2024 | $164.2M | $112.1M | $52.2M | 3 | 0 |
| Mar 2023 | $138.5M | $93M | $45.6M | 2 | 0 |
| Aug 2022 | $137.4M | $90.2M | $47.2M | 2 | 0 |
| Feb 2022 | $137.4M | $90.2M | $47.2M | 2 | 0 |
| Feb 2021 | $115.7M | $74.2M | $41.5M | 2 | 0 |
DateMar 2025
Total AUM$189M
Discretionary$130.9M
Non-Disc.$58M
Employees3
Clients0
DateMar 2025
Total AUM$189M
Discretionary$130.9M
Non-Disc.$58M
Employees3
Clients0
DateMar 2024
Total AUM$164.2M
Discretionary$112.1M
Non-Disc.$52.2M
Employees3
Clients0
DateMar 2023
Total AUM$138.5M
Discretionary$93M
Non-Disc.$45.6M
Employees2
Clients0
DateAug 2022
Total AUM$137.4M
Discretionary$90.2M
Non-Disc.$47.2M
Employees2
Clients0
DateFeb 2022
Total AUM$137.4M
Discretionary$90.2M
Non-Disc.$47.2M
Employees2
Clients0
DateFeb 2021
Total AUM$115.7M
Discretionary$74.2M
Non-Disc.$41.5M
Employees2
Clients0