Liquidly Ias, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 299963
- Registered since
- January 2, 2020
- Website
- www.liquidly.com
Firm profile
FINTRXOverview
Liquidly Ias, LLC is organized as a limited liability company and appears on the SEC adviser registry with an initial registration year of 2020. Publicly reported metadata classifies the firm as unclassified and indicates ownership tied to both a domestic entity and an individual. The available filings do not include a description of the firm’s advisory activities, client segments, fee model, or typical investment mandates. Regulatory attributes in the snapshot suggest a narrow operational profile: the firm is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, and is not listed as a pension consultant or related adviser. Those flags, combined with the absence of descriptive business information, imply limited disclosure about its day-to-day investment or client-facing operations in the source record.
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
1 of 1
Anusha Harid-paoletti
Chief Executive OfficerCRD 4981273
Contacts
1 of 1
Helene Postrel
FinOpCRD 2240945
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 40 E 83rd St
- Time zone
- ET (UTC-5)
- Office locations
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