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 with domestic ownership and an individual-owner element, and its public classification is listed as unclassified. Available metadata identifies the firm primarily by entity type rather than by an explicit advisory or brokerage business model; the record does not characterize Liquifi LLC as a capital allocator. Available attributes indicate the firm does not pursue ESG investing as an identified priority and is not designated as a multistate adviser, pension consultant, or related adviser. It is also marked as not newly formed. Those flags suggest a narrow set of operational descriptors in public profiles rather than a detailed outline of client segments, fee structures, or advisory services. Core business metrics and investment strategy information are not presented in the available dataset. There are no disclosed AUM, account counts, public holdings, or descriptions of investment vehicles tied to the firm in the source material, so assessment of portfolio composition, use of private or alternative investments, and client targeting cannot be made from the current record. For a fuller picture of Liquifi LLC’s services, mandates, or track record, direct engagement with the firm or access to more detailed filings would be necessary.
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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