$441.8K Total AUM
$441.8K Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
3 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-31-2023
- Office Locations
- 1
Office Locations
-- Superior CO
About Liquidifi
LIQUIDIFI is a Colorado-based, retail-focused investment adviser developing the LiquidiFi mobile app (launching to the App and Play stores). The firm provides financial planning, including tax, estate, retirement and insurance planning, and manages portfolios that emphasize ETFs alongside U.S. government/agency bonds and public funds. Custody is reported with Interactive Brokers.
Team overview
-- AVG AGE
$441.8K AVG AUM / ADVISOR
$36.8K AVG AUM / CLIENT
3.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
Maithreyi Gopalakrishnan
Chief Compliance Officer, Chief Executive Officer, Investment Advisor
- CRD
- #7657967
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $441,824 | -- |
| Non-Discretionary | $0 | -- |
| Total | $441,824 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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