Liquifi LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Lee's Summit, Missouri
CRD number
335263
Registered since
December 23, 2025

Firm profile

FINTRX

Overview

Liquifi LLC is organized as a limited liability company and is listed as SEC-registered in 2025. The firm's ownership is recorded as a mix of a domestic entity and an individual, and the snapshot classifies the adviser as "Unclassified." The record indicates Liquifi LLC does not operate as a capital allocator, does not present itself as an active ESG investor, and is not designated as a multi-state adviser. It is also not listed as a pension consultant or a related adviser. The snapshot does not include descriptions of the firm's advisory activities, target client types, fee structure or specific business lines. There are no activity or affiliation details supplied in the available data.

Assets & Accounts

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Sothara Chin

    Chief Compliance OfficerCRD 2063804

  • Rachael Qualls

    Rachael Qualls

    CEOCRD 4712116

Contacts

2 of 2
  • Estee Dorfman

    Estee Dorfman

    FinOpCRD 2696529

  • Aaron Van Son

    Aaron Van Son

    Sales DirectorCRD 8153274

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth