LIQUIDLY IAS, LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
299963
Registered since
January 2, 2020

Firm profile

FINTRX

Overview

Liquidly Ias, LLC is a limited liability company that registered with the SEC in 2020. Ownership is recorded as a mix of a domestic entity and an individual. The firm's internal classification in the dataset is listed as unclassified, and available records do not attach a defined investment-style label or a clear client segmentation. Operationally, Liquidly Ias appears not to act as a capital allocator and is not flagged as an active ESG investor. It is not designated as a multi-state adviser, not identified as a pension consultant, and is not marked as a related adviser. The dataset provides limited detail about its fee model, advisory activities, or specific investment focus.

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

1 of 1
  • ANUSHA HARID-PAOLETTI

    Chief Executive OfficerCRD 4981273

Contacts

1 of 1
  • Helene Postrel

    FinOpCRD 2240945

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth