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- Custodian
- ADP · Broadridge · Charles Schwab & Company · Empower
- Clients
- Retail and Institutional
- Platforms
- CrestRidge +more
- Established Date
- 09-18-2012
- Office Locations
- 1
Office Locations
About Foster & Wood, Inc.
Foster & Wood, Inc. is a Pacific Northwest RIA providing fiduciary, no-commission advice to retirement plan sponsors and families. For employers, the firm serves as a 3(38) investment fiduciary, taking on investment responsibility and supporting participant outcomes. For individuals, it delivers financial planning, asset allocation, and portfolio construction focused on sustaining family wealth across generations.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAVID TARR FOSTER
Chief Compliance Officer, President, Principal
- CRD
- #4584178
- Ownership
- 75% or more
TIMOTHY EDWARD WOOD
Investment Advisor, PRINCIPAL
- CRD
- #4428218
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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JEREMY DURKIN SIX
--
- CRD
- #7874674
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $155,218,813 | $1,231,895 |
| Non-Discretionary | $63,473,949 | $661,187 |
| Total | $218,692,762 | $985,103 |
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Separately Managed Accounts
Total SMA Asset: $218,692,762
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $210,769,065 | 39.2% |
| Cash | $326,907,121 | 60.8% |
| Total | $537,676,186 | 100.0% |