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 a limited liability company that registered with the SEC in 2020. FINTRX classifies the firm as "Unclassified." Ownership is listed as a combination of a domestic entity and an individual. The profile indicates the firm does not act as a capital allocator, does not identify as an active ESG investor, and is not designated as a multi-state adviser. The dataset does not supply details about the firm's advisory activities, fee structure, client segments, or specific business lines.

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

1 of 1
  • Anusha Harid-paoletti

    Anusha Harid-paoletti

    Chief Executive OfficerCRD 4981273

Contacts

1 of 1
  • Helene Postrel

    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