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Building 2LEIBMAN FINANCIAL SERVCES, INC.

Map pinLOUISVILLE, NE
Phone(402) 234-2337
NotebookSEC #801-126978
Total AUM
$173.1M
Employees
4
Clients
271

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
228 MAIN STREET
LOUISVILLE
NE 68037
United States
Operating Hours
8:00 TO 5:00
Monday - Friday
Phone
(402) 234-2337

ReceiptFinancials

Total AUM
$173.1M
Accounts
573
Discretionary
$140.4M
Accounts
558
Non-Discretionary
$32.8M
Accounts
15

ContactClients

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Individual Clients
203
AUM
$50.6M
HNW Individual Clients
67
AUM
$122M
Charitable Organization Clients
1
AUM
$580.1K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLIAILKSMONETX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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