Walstad Investment Counsel, Inc.

Walstad Investment Counsel, Inc. (CRD# 107112) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $63,639,564 in 24 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1470 East Valley Road, Suite A-1, Santa Barbara, CA 93108
By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $2,651,649
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
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 Walstad, financial advisor Santa Barbara CA
April N. Walstad
CRD#: 2558366
1470 East Valley Road, Suite A-1, Santa Barbara, CA 93108

April Walstad (CRD# 2558366) is an Investment Advisor Representative working at Walstad Investment Counsel, Inc. in Santa Barbara, CA and has over 29 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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