Amy Batta, financial advisor Watertown SD

Amy Batta

CRD Number: 2740237
Current Firm: Hi-line Capital Management, LLC

Amy Batta (CRD# 2740237) is an Investment Advisor Representative working at Hi-line Capital Management, LLC in Watertown, SD and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Hi-line Capital Management LLC Watertown, SD Jan 2023 - Current 1
Terry Peschl & Assoc Inc. Watertown, SD Apr 1996 - Dec 2022 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1996
S65 NASAA Investment Advisors Law Examination May 1997
Contact Info for Amy P. Batta
Phone Number: 605-878-0897
Registered State(s):
  • SD
  • TX
By the Numbers
  • Total Assets Under Management
    632
    MILLIONS
  • Total Number of Accounts
    467
    ACCOUNTS
  • Average Account Value
    $1,353,193
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

IL, MN, ND, NE, SD, TX

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