LIQUIDLY IAS, LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
299963
Registered since
January 2, 2020

Firm profile

FINTRX

Overview

Liquidly Ias, LLC is organized as a limited liability company and registered with the SEC in 2020. Public filings classify the adviser as unclassified and identify its ownership as a combination of a domestic entity and an individual. The firm does not present itself as a capital allocator and does not report activity as an ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm has provided minimal detail about its business lines, advisory activities or external affiliations. Available records do not describe client segments, fee arrangements, investment approaches, or service offerings.

Assets & Accounts

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

1 of 1
  • ANUSHA HARID-PAOLETTI

    Chief Executive OfficerCRD 4981273

Contacts

1 of 1
  • Helene Postrel

    FinOpCRD 2240945

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
40 E 83rd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth