Walstad Investment Counsel, Inc.

Walstad Investment Counsel, Inc. (CRD# 107112) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $52,528,105 in 27 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $1,945,485
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, GA, TX

Financial Advisors at Walstad Investment Counsel, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
April N. Walstad
CRD#: 2558366
19 East Canon Perdido, Suite C, Santa Barbara, CA 93101
96
Wealthminder
score

April Walstad (CRD# 2558366) is an Investment Advisor Representative working at Walstad Investment Counsel, Inc. in Santa Barbara, CA and has over 22 years of experience in the finance industry.

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