Walstad Investment Counsel Inc is an adviser based in Santa Barbara. It manages $39.66 million of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Georgia.
Walstad Investment Counsel provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Walstad Investment Counsel Inc is $39.66 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -60% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Walstad Investment Counsel Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Walstad Investment Counsel Inc performs its advisory services is located at 19 East Canon Perdido, Santa Barbara, CA 93101 2213, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 805-963-7500 or by fax 805-963-4300. The normal business hours are 9:00am - 5:00pm on Monday - Friday.