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 SEC-registered as of 2025. Ownership is described as involving a domestic entity and an individual. Public-facing classification information is minimal—the firm is listed as "unclassified" and has not been identified as a capital allocator. The record indicates Liquifi LLC is not an active ESG investor, not a multi-state adviser, and is not designated as a pension consultant or related adviser. The firm has not disclosed its target client types, fee schedule, or the specific advisory services it intends to offer.

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

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

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