LIQUIDIFI

LIQUIDIFI is an SEC-registered investment adviser (CRD 323922). Regulatory assets under management: $442K.

Registration

• CRD: 323922
• Type: Registered investment adviser
• Phone: 3038827075
• Latest filing: 2026-03-02
• Regulatory AUM: $442K
• Discretionary AUM: $442K
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323922 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search