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Home > Retirement Planners > connecticut > westport > LEIBMAN FINANCIAL SERVCES, INC.
LEIBMAN FINANCIAL SERVCES, INC.
228 Main Street
Louisville, Nebraska 68037
Tel: (402) 234-2337
About LEIBMAN FINANCIAL SERVCES, INC.
LEIBMAN FINANCIAL SERVCES, INC, formally registered with the SEC as LEIBMAN FINANCIAL SERVCES, INC. The firm was established in 12/01/2022. They have over 1 offices throughout the country.
LEIBMAN FINANCIAL SERVCES, INC. is a Louisville, Nebraska based Financial Planning firm with nearly $156,495,421 assets under management, offering retirement planning & investment advisory services to 504 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 323120 |
| SEC# | 801-126978 |
| Assets Managed by Firm | $156,495,421 |
| No. of Clients | 504 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 504 | $156,495,421 |
| Individuals (other than high net worth individuals) | 186 | $47,424,125 |
| High net worth individuals | 65 | $109,071,296 |
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