LEIBMAN FINANCIAL SERVCES, INC.
Adviser information for LEIBMAN FINANCIAL SERVCES, INC. last updated from Form ADV on January 8th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Nebraska, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 4 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 434 | $121.2M |
| Non-Discretionary | 2 | $747,066 |
| Total | 436 | $121.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 181 | $47.5M |
| HNW Individuals | 48 | $74.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 121.9M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| LEIBMAN FINANCIAL SERVICES WRAP PROGRAM | LEIBMAN FINANCIAL SERVCES, INC. |
Principal Office
228 MAIN STREETLOUISVILLE
NE
United States
Monday - Friday, 8:00 TO 5:00
Tel: (402) 234-2337, Fax: (402) 234-2667
Websites
Chief Compliance Officer
WILLIAM D. GARVER
228 MAIN STREET
LOUISVILLE
NE
United States
Tel:
(402) 234-2337
W******@**********M
(Full email address available in API data)
Regulatory Contact
MARK EDWARD LEIBMAN
228 MAIN STREET
LOUISVILLE
NE
United States
Tel:
(402) 234-2337
Fax:
(402) 234-2667
M***@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LEIBMAN, MARK, EDWARD | Individual | – | PRESIDENT | 01/2000 | 25-50% |
| GARVER, WILLIAM, DANIEL | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2022 | 10-25% |
| LEIBMAN, GREGORY, G | Individual | – | VICE PRESIDENT | 01/2023 | 10-25% |
| LEIBMAN, CAITLIN, CLAIR | Individual | – | VICE PRESIDENT | 01/2023 | 10-25% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 8th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| APPLE INC | COM | 5M | 23K | – |
| ALBEMARLE CORP | COM | 1M | 15K | – |
| ARCADIUM LITHIUM PLC | COM | 1M | 386K | – |
| APPLIED MATERIALS INC | COM | 4M | 16K | – |
| AMGEN INC | COM | 4M | 13K | – |
| ALEXANDRIA REAL ESTATE EQ IN | COM | 3M | 24K | – |
| BOEING CO | COM | 3M | 14K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 5M | 12K | – |
| CARRIER GLOBAL CORPORATION | COM | 237K | 4K | – |
| CATERPILLAR INC | COM | 248K | 744 | – |
| CROWDSTRIKE HLDGS INC | CL A | 1M | 3K | – |
| CVS HEALTH CORP | COM | 362K | 6K | – |
| CHEVRON CORP NEW | COM | 3M | 18K | – |
| DATADOG INC | CL A COM | 2M | 18K | – |
| DEERE & CO | COM | 5M | 13K | – |
| DISNEY WALT CO | COM | 4M | 38K | – |
| ENPHASE ENERGY INC | COM | 2M | 18K | – |
| WISDOMTREE TR | INDIA ERNGS FD | 4M | 84K | – |
| FREEPORT-MCMORAN INC | CL B | 4M | 91K | – |
| SPDR INDEX SHS FDS | EURO STOXX 50 | 208K | 4K | – |
| FIRST SOLAR INC | COM | 4M | 18K | – |
| GENERAL MTRS CO | COM | 2M | 49K | – |
| ALPHABET INC | CAP STK CL C | 5M | 26K | – |
| HONEYWELL INTL INC | COM | 224K | 1K | – |
| ISHARES TR | MSCI INDIA ETF | 441K | 8K | – |
| INTEL CORP | COM | 207K | 7K | – |
| KINSALE CAP GROUP INC | COM | 2M | 5K | – |
| KROGER CO | COM | 243K | 5K | – |
| LOWES COS INC | COM | 3M | 16K | – |
| SOUTHWEST AIRLS CO | COM | 4M | 154K | – |
| MAGNA INTL INC | COM | 3M | 61K | – |
| MICROSOFT | COM | 4M | 10K | – |
| MERITAGE HOMES CORP | COM | 3M | 17K | – |
| NUCOR CORP | COM | 314K | 2K | – |
| UNIVERSAL DISPLAY CORP | COM | 230K | 1K | – |
| PFIZER INC | COM | 3M | 112K | – |
| PROGYNY INC | COM | 710K | 25K | – |
| PINTEREST INC | CL A | 1M | 31K | – |
| PURE STORAGE INC | CL A | 3M | 42K | – |
| PUBMATIC INC | COM | 824K | 41K | – |
| ROCKWELL AUTOMATION INC | COM | 1M | 5K | – |
| RELIANCE STEEL & ALUMINUM CO | COM | 205K | 719 | – |
| RTX CORPORATION | COM | 384K | 4K | – |
| SHELL PTC | SPON ADS | 635K | 9K | – |
| ISHARES TR | SHORT TREAS BD | 1M | 11K | – |
| ISHARES TR | MSCI INDIA SM CP | 2M | 24K | – |
| SKYWORKS SOLUTIONS INC | COM | 241K | 2K | – |
| TECK RESOURCES LTD | CL B | 5M | 96K | – |
| T-MOBILE US INC | COM | 3M | 16K | – |
| TESLA INC | COM | 5M | 23K | – |
| TAIWAN SEMICONDUCTOR MFG LTD | SPON ADS | 5M | 30K | – |
| THE TRADE DESK INC | COM CL A | 3M | 35K | – |
| UNION PAC CORP | COM | 614K | 3K | – |
| UNITED RENTALS INC | COM | 6M | 9K | – |
| WISDOMTREE TR | FLOATING RAT TREA | 9M | 173K | – |
| WALMART INC | COM | 757K | 11K | – |