LiquiditY.Io, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
11
Avg account
$0

Firm details

Headquarters
Boca Grande, Florida
CRD number
289499
Registered since
October 11, 2017

Firm profile

FINTRX

Overview

LiquiditY.Io, LLC is organized as a limited liability company and is classified in available records as an investment bank. Ownership is listed as a mix of a domestic entity and an individual. The firm does not identify itself as a capital allocator and is not flagged as an active ESG investor. Other disclosure fields show it is not described as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Public filings and the firm's profile provide very limited detail about core operations. Key fields such as client base, fee structure, business activities and advisory activities are not populated in the source data, and the firm has not supplied further information about its activities or affiliations.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boca Grande, FL

Lee

Location

Boca Grande, FL

Headquartered in Boca Grande, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.

Metro area
Cape Coral-Fort Myers-Naples, FL
Region
South
County
Lee
Address
5800 Gasparilla Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth