LEIBMAN FINANCIAL SERVCES, INC.
  • LEIBMAN FINANCIAL SERVCES, INC.
  • 228MAIN.COM
  • LIEBMAN FINANACIAL SERVICES, INC.
  • LIEBMAN FINANACIAL SERVICES
  • LEIBMAN FINANCIAL SERVICES

Adviser Profile

As of Date 01/10/2026
Registration SEC, Approved, 12/01/2022
Other registrations (1)
ADV Location LOUISVILLE, NE, United States
Contact Info (40 xxxxxxx
Websites
AUM* 173,132,598 42%
of that, discretionary 140,357,733 16%
Number of Employees 4
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 302,151 8%
% High Net Worth 24.63% 18%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

152M 130M 108M 87M 65M 43M 22M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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