Foster Holdings, Inc. is a large advisory firm based in Pittsburgh. It manages $56.05 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Pennsylvania.
Foster Holdings provides pension consulting services and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Foster Holdings, Inc. is $56.05 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Foster Holdings, Inc. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
David L Wagner has been acting as President since 1 May 2000. Joseph Fowler Huber joined the executive team most recently as the Director.
The principal office where Foster Holdings, Inc. performs its advisory services is located at 681 Andersen Drive,, Pittsburgh, PA 15220, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 412-928-1404 or by fax 412-928-9635. The normal business hours are 8 a.m. - 5 p.m. on Monday - Friday.