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Leibman Financial Servces, Inc.

● SEC registered since 2022CRD 323120SEC# 801-126978Louisville, NE
Export (members)
Reg. AUM
$173.1M
Employees
4
Accounts
573
Location
Louisville, NE

Leibman Financial Servces, Inc. assets under management

Leibman Financial Servces, Inc. is an SEC-registered investment adviser based in Louisville, NE. The firm has been registered since 2022. It reports $173.1 million in regulatory assets under management and employs 4 people.

Leibman Financial Servces, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Caitlin Clair Leibman ControlPresident10-25%2026
Gregory G Leibman ControlVice President10-25%2023
Mark Edward Leibman ControlVice President25-50%2026
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Frequently asked questions

How much does Leibman Financial Servces, Inc. manage?

Leibman Financial Servces, Inc. reports $173.1 million in regulatory assets under management on its Form ADV.

How many employees does Leibman Financial Servces, Inc. have?

Leibman Financial Servces, Inc. reports 4 employees.

Where is Leibman Financial Servces, Inc. located?

Leibman Financial Servces, Inc. is based in Louisville, NE and has been SEC-registered since 2022.

Does Leibman Financial Servces, Inc. disclose fund performance?

Leibman Financial Servces, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address228 Main Street, Louisville, NE 68037
Phone(402) 234-2337
Fax(402) 234-2667
Office hours8:00 To 5:00
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$140.4M
Non-discretionary$32.8M
Total (RAUM)$173.1M