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 adviser as of 2025. The firm’s ownership is identified as a combination of a domestic entity and an individual. The snapshot classifies the adviser as "unclassified" and indicates it does not act as a capital allocator. Liquifi does not identify itself as an active ESG investor, is not registered as a multi-state adviser, and is not flagged as a pension consultant or related adviser in the provided data. The firm has not disclosed its fee model, target client base, specific advisory activities, or investment mandates in the available records.

Assets & Accounts

Investments & Alternatives

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