Longleaf Advisory Services, LLC

Longleaf Advisory Services, LLC (CRD# 322337) is a financial advisory firm headquartered in West Columbia, SC. They manage $59,614,538 in 163 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
171 Lott Ct, West Columbia, SC 29169
https://www.longleafadv.com
By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    163
    ACCOUNTS
  • Average Account Value
    $365,733
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

SC

Financial Advisors at Longleaf Advisory Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Blake Amick, financial advisor Neeses SC
Blake D. Amick
CRD#: 1402104
Neeses, SC

Blake Amick (CRD# 1402104) is an Investment Advisor Representative working at Longleaf Advisory Services, LLC in Neeses, SC and has over 38 years of experience in the finance industry.

2
William Amick, financial advisor West Columbia SC
William B. Amick
CRD#: 6168077
West Columbia, SC

William Amick (CRD# 6168077) is an Investment Advisor Representative working at Longleaf Advisory Services, LLC in West Columbia, SC and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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