Liquifi LLC

Broker-DealerFINRA Member
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 with domestic ownership and an individual-owner element, and its public classification is listed as unclassified. Available metadata identifies the firm primarily by entity type rather than by an explicit advisory or brokerage business model; the record does not characterize Liquifi LLC as a capital allocator. Available attributes indicate the firm does not pursue ESG investing as an identified priority and is not designated as a multistate adviser, pension consultant, or related adviser. It is also marked as not newly formed. Those flags suggest a narrow set of operational descriptors in public profiles rather than a detailed outline of client segments, fee structures, or advisory services. Core business metrics and investment strategy information are not presented in the available dataset. There are no disclosed AUM, account counts, public holdings, or descriptions of investment vehicles tied to the firm in the source material, so assessment of portfolio composition, use of private or alternative investments, and client targeting cannot be made from the current record. For a fuller picture of Liquifi LLC’s services, mandates, or track record, direct engagement with the firm or access to more detailed filings would be necessary.

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth