Walpole Financial Advisors, LLC

Walpole Financial Advisors, LLC (CRD# 135834) is a financial advisory firm headquartered in Goleta, CA. They manage $280,549,954 in 457 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
70 Santa Felicia Drive, Goleta, CA 93117
http://www.walpoleadvisors.com/
By the Numbers
  • Total Assets Under Management
    281
    MILLION
  • Total Number of Accounts
    457
    ACCOUNTS
  • Average Account Value
    $613,895
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, NE, NH, TX, WA

Financial Advisors at Walpole Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kirk Stovesand, financial advisor Goleta CA
Kirk B. Stovesand
CRD#: 4249778
70 Santa Felicia Drive, Goleta, CA 93117

Kirk Stovesand (CRD# 4249778) is an Investment Advisor Representative working at Walpole Financial Advisors, LLC in Goleta, CA and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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