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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FOSTER, DAVID, TARR | I | PRESIDENT/ CCO | E | Control |
| FOSTER, DAVID, TARR | I | PRESIDENT/ CCO | E | Control |
| FOSTER, DAVID, TARR | I | PRESIDENT/ CCO | E | Control |
| FOSTER, DAVID, TARR | I | PRESIDENT/ CCO | E | Control |
| FOSTER, DAVID, TARR | I | PRESIDENT/ CCO | E | Control |
| FOSTER, DAVID, TARR | I | PRESIDENT/ CCO | E | Control |
| FOSTER, DAVID, TARR | I | PRESIDENT/ CCO | E | Control |
| WOOD, TIMOTHY, EDWARD | I | PRINCIPAL | A | Control |
| WOOD, TIMOTHY, EDWARD | I | PRINCIPAL | A | Control |
| WOOD, TIMOTHY, EDWARD | I | PRINCIPAL | A | Control |
| WOOD, TIMOTHY, EDWARD | I | PRINCIPAL | A | Control |
| WOOD, TIMOTHY, EDWARD | I | PRINCIPAL | A | Control |
| WOOD, TIMOTHY, EDWARD | I | PRINCIPAL | A | Control |
| WOOD, TIMOTHY, EDWARD | I | PRINCIPAL | A | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (3)
OR TX WA
Address
5 CENTERPOINTE DRIVESUITE 400
LAKE OSWEGO, OR 97035
United States
Phone: 503-785-9844