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 that, according to FINTRX, completed SEC registration in 2025. Ownership is listed as a mix of a domestic entity and an individual. The platform classifies the firm as "Unclassified" and flags several operational attributes: it is not identified as a capital allocator, is not an active ESG investor, is not multi-state, and is not designated as a pension consultant or related adviser. Publicly available profile fields for business activities, advisory services, fee structure and client base are blank in FINTRX. That limited disclosure suggests the firm has either a narrow or nascent advisory footprint or has not supplied standard profile details to the data provider.

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

    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