AB
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Anna Battle

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningCharitable GivingEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
141 advisors
Number of Clients
1,963 clients
Average Client Portfolio
$18.0M average
Assets Under Management
$35.4B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$25,000
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Location

950 Tower Lane, Suite 1800, Foster City, CA, 94404

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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

Anna is a co-owner of 734Barre, a fitness organization, dedicating a few hours per week to general management and investment oversight. She is also a part-time employee of Pure Barre, teaching fitness classes for a few hours per week.

Employment History
Current Registrations
Ieq Capital, LLC
February 2025 - Present · 1 yr
Previous Registrations
The Ayco Company, L.P.
October 2022 - January 2025 · 2 yrs 3 mos
Goldman Sachs & CO. LLCBroker
October 2022 - January 2025 · 2 yrs 3 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.