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WALSTAD INVESTMENT COUNSEL, INC.
WALSTAD INVESTMENT COUNSEL INC
CRD 107112 · SEC 801-47616
1470 EAST VALLEY ROAD, SUITE A-1, SANTA BARBARA, CA, 93108, United States
Phone
805-963-7500
Fax
805-963-4300
Registration
— (—)
Source
State registered
Total AUM
$79.8M
Discretionary AUM
$79.8M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-21
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $2.9M |
| High net worth individuals | 15 | $52.3M |
Official SEC filing: View on IAPD