Liquidifi

Overview

Liquidifi is a small, independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm focuses on traditional portfolio management and financial planning, offering fee arrangements that include a percentage of assets under management and hourly billing. In addition to advisory work, Liquidifi publishes client communications and runs educational seminars and workshops, indicating a client-education emphasis alongside portfolio services. Investment activity tilts toward equities: the firm reports a clear preference for exchange-traded securities and uses both individual stocks and exchange-traded funds as core building blocks. Liquidifi is not positioned as a capital allocator or a pension consultant, and it does not identify as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices