AB
AB

Amy Peschl Batta

28 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
2,524 clients
Average Client Portfolio
$490K average
Assets Under Management
$1.2B

Fee Structure

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Location

10 N Broadway, Watertown, SD, 57201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Amy works as a yoga instructor at Salt Studio in Watertown, SD. This takes minimal time.

Employment History
Current Registrations
Balefire, LLC
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Hi-Line Capital Management, LLC
January 2023 - May 2024 · 1 yr 4 mos
Spc
January 2013 - July 2013 · 6 mos
Spc
October 2002 - December 2009 · 7 yrs 2 mos
Peschl & Associates, INC.
December 1997 - January 2023 · 25 yrs 1 mo
State Registrations1 state
SD
Advisor
Exams
No exam information available for this advisor.