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 is SEC-registered as of 2025. Ownership is described as involving a domestic entity and an individual. Public-facing classification information is minimal—the firm is listed as "unclassified" and has not been identified as a capital allocator. The record indicates Liquifi LLC is not an active ESG investor, not a multi-state adviser, and is not designated as a pension consultant or related adviser. The firm has not disclosed its target client types, fee schedule, or the specific advisory services it intends to offer.
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 2ESTEE 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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