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 is listed as an SEC-registered investment adviser with a registration year of 2025. The firm’s ownership is recorded as a combination of a domestic entity and an individual. The available profile classifies the adviser as unclassified rather than assigning it to a standard category such as RIA, broker-dealer affiliate, or family office. The firm has not supplied descriptions of its core business activities, advisory services, fee schedules, or target client base. The dataset flags several capability items as negative: Liquifi LLC is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not functioning as a pension consultant, and is not marked as a related adviser. A separate field for activities and affiliations contains no entries. Taken together, the public record shows minimal operational detail. That pattern — SEC registration without disclosed advisory activities or client-facing information — is consistent with an entity that may be pre-launch, dormant, or selectively reporting.

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

2 of 2
  • Sothara Chin

    Chief Compliance OfficerCRD 2063804

  • Rachael Qualls

    Rachael Qualls

    CEOCRD 4712116

Contacts

2 of 2
  • Estee Dorfman

    Estee Dorfman

    FinOpCRD 2696529

  • Aaron Van Son

    Aaron Van Son

    Sales DirectorCRD 8153274

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth