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 that, according to FINTRX, completed SEC registration in 2025. Ownership is listed as a mix of a domestic entity and an individual. The platform classifies the firm as "Unclassified" and flags several operational attributes: it is not identified as a capital allocator, is not an active ESG investor, is not multi-state, and is not designated as a pension consultant or related adviser. Publicly available profile fields for business activities, advisory services, fee structure and client base are blank in FINTRX. That limited disclosure suggests the firm has either a narrow or nascent advisory footprint or has not supplied standard profile details to the data provider.
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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