Leibman Financial Servces, Inc.

RIASEC Registered

Total AUM

$173M

Discretionary

$140M

81% of AUM

Avg account

$302K

Accounts

573

Employees

4

Advisory reps

5

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

FINTRX

Overview

Leibman Financial Servces, Inc. is an independent registered investment adviser that focuses on individual and family clients, operating on a percentage-of-assets fee model. The firm provides financial planning and discretionary portfolio management for individuals and small businesses and registered with the SEC in 2022. Its investment approach is equity-oriented but supplemented by third-party alternative and fixed-income strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities72%
Public Funds/Mutual Funds27%
Cash & Cash Equivalents1%

Owners & executives

2 of 2

William Garver
Chief Compliance OfficerCRD 6921795
Whitney Engle
Client Services CoordinatorCRD 7181669

Contacts

3 of 3

Mark Leibman
FounderCRD 1239973
Gregory Leibman
Office ManagerCRD 5753261
Caitlin Leibman
Director of CommunicationsCRD 6933649

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 6

Active vs passive

$40.6M in ETFs

Passive

83%

$33.8M

Active

17%

$6.8M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
WISDOMTREE FLOATING RATE TREASURY FUND (USFR)	Wisdom Tree	Passive	Ultrashort Bond	$16M	316,752	39.30%

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Primary office

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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