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FOSTER & WOOD, INC.

LAKE OSWEGO, OR · CRD 165362 · IAPD ↗ · fosterandwood.com · 503-785-9844

$218.7MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
April 2024 — FOSTER & WOOD, INC. now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.