Liquifi LLC
Firm details
- Headquarters
- Lee's Summit, Missouri
- CRD number
- 335263
- Registered since
- December 23, 2025
Firm profile
FINTRXOverview
Liquifi LLC is organized as a limited liability company and is listed as an SEC-registered adviser as of 2025. The firm’s ownership is identified as a combination of a domestic entity and an individual. The snapshot classifies the adviser as "unclassified" and indicates it does not act as a capital allocator. Liquifi does not identify itself as an active ESG investor, is not registered as a multi-state adviser, and is not flagged as a pension consultant or related adviser in the provided data. The firm has not disclosed its fee model, target client base, specific advisory activities, or investment mandates in the available records.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Sothara Chin
Chief Compliance OfficerCRD 2063804

Rachael Qualls
CEOCRD 4712116
Contacts
2 of 2
Estee Dorfman
FinOpCRD 2696529

Aaron Van Son
Sales DirectorCRD 8153274
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lee's Summit, MO
Jackson
Location
Lee's Summit, MO
Headquartered in Lee's Summit, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Jackson
- Address
- 210 Sw Market St
- Time zone
- CT (UTC-6)
- Office locations
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