Liquifi LLC

Broker-DealerFINRA MemberEst. 2025

Total AUM

—

Advisory reps

4

Avg account

$0

Firm details

Headquarters: Lee's Summit, Missouri
CRD number: 335263
Registered since: December 23, 2025

Firm profile

FINTRX

Overview

Liquifi LLC is organized as a limited liability company and shows SEC registration in 2025. FINTRX classifies ownership as a combination of a domestic entity and an individual and marks the firm’s regulatory classification as unclassified. The profile indicates Liquifi LLC is not acting as a capital allocator and is not identified as an active ESG investor or a multi-state adviser. It is also not listed as a pension consultant or a related adviser.

Assets & Accounts

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

2 of 2

Sothara 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

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

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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