Liquifi LLC
Firm details
- Headquarters
- Lee's Summit, Missouri
- CRD number
- 335263
- Registered since
- December 23, 2025
Firm profile
FINTRXOverview
Liquifi LLC is organized as a limited liability company and appears in SEC records with a 2025 registration year. The firm's ownership is listed as a combination of a domestic entity and an individual, and its snapshot classification is unclassified. According to the available profile, Liquifi is not identified as a capital allocator, is not an active ESG investor, and is not designated as a multi-state adviser or a pension consultant. Public-facing detail about the firm's advisory focus, client types, fee model, or investment strategy is minimal in the source material, so there is little to assess about how Liquifi positions itself in the wealth-management or institutional marketplaces.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Sothara 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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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