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$79.8M Total AUM
$79.8M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
31 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-18-1994
- Office Locations
- 1
Office Locations
1470 East Valley Road Suite A-1 Santa Barbara CA
About Walstad Investment Counsel, Inc.
Walstad Investment Counsel, Inc. is a Santa Barbara-based RIA. The firm has been operating for 31 years. Managing $79.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Wells Fargo.
Team overview
-- AVG AGE
$79.8M AVG AUM / ADVISOR
$3.8M AVG AUM / CLIENT
31.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
31yrs Firm Age
Insights
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Asset Classes
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
APRIL NENA WALSTAD
Chief Compliance Officer, Chief Financial Officer, DIRECTOR, President, Secretary
- CRD
- #2558366
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $79,839,083 | $1,724,480 |
| Non-Discretionary | $0 | -- |
| Total | $79,839,083 | $1,724,480 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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