Leibman Financial Servces, Inc.
Firm details
- Headquarters
- Louisville, Nebraska
- CRD number
- 323120
- Registered since
- December 1, 2022
- Website
- 228main.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI70.44%
- Individuals29.22%
- Charitable Organizations0.34%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Leibman Financial Servces, Inc. is an independent, SEC-registered registered investment adviser that began SEC registration in 2022 and is owned by an individual. The firm provides fee-based advice charged as a percentage of assets under management and focuses on individuals and families. Its advisory services emphasize financial planning and portfolio management for individuals and small businesses. Leibman Financial Servces does not describe itself as an active ESG investor, does not serve as a pension consultant, and is not a capital allocator or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities72%
- Public Funds/Mutual Funds27%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Whitney Engle
Client Services CoordinatorCRD 7181669
William Garver
Chief Compliance OfficerCRD 6921795
Contacts
3 of 3
Mark Leibman
FounderCRD 1239973
Gregory Leibman
Office ManagerCRD 5753261
Caitlin Leibman
Director of CommunicationsCRD 6933649
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$43.6M in ETFs
87%
$38M
13%
$5.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $19.9M | 394,250 | 45.53% |
Location
Louisville, NE
Cass
Location
Louisville, NE
Headquartered in Louisville, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- Cass
- Address
- 228 Main St
- Time zone
- CT (UTC-6)
- Office locations
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