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WALSTAD INVESTMENT COUNSEL INC
WALSTAD INVESTMENT COUNSEL INC
WALSTAD INVESTMENT COUNSEL, INC.
SANTA BARBARA, California
·
1 registered advisor
·
CRD# 107112
SEC# 801-47616
805-963-7500
01
Firm Overview
AUM
$40M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at WALSTAD INVESTMENT COUNSEL INC
1 registered advisor
April Nena Walstad
SANTA BARBARA, California
CRD# 2558366
05
Office Locations
SANTA BARBARA, California
1 advisor
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Data sourced from SEC Form ADV filings. WALSTAD INVESTMENT COUNSEL INC (CRD# 107112) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.