WALSTAD INVESTMENT COUNSEL, INC.
Firm details
- Headquarters
- SANTA BARBARA, California
- CRD number
- 107112
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI65.47%
- Other Investment Advisers27.87%
- Individuals3.67%
- Corporations / Businesses2.98%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Walstad Investment Counsel, Inc. is a privately owned corporate RIA that focuses on fee-based portfolio management for individuals, families and small institutional clients. The firm charges on a percentage-of-assets basis and provides discretionary portfolio management services to both individual/small business clients and businesses or institutions. It does not characterize itself as an ESG-focused investor, and its activity profile does not indicate multi-state or pension consulting capabilities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities91%
- Cash & Cash Equivalents9%
Contacts
1 of 1APRIL WALSTAD
PresidentCRD 2558366
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SANTA BARBARA, CA
SANTA BARBARA
Location
SANTA BARBARA, CA
Headquartered in SANTA BARBARA, CA, in the West of the United States.
- Region
- West
- County
- SANTA BARBARA
- Address
- 1470 E Valley Rd
- Time zone
- PT (UTC-8)
- Office locations
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