FLI Investors, LLC
Firm details
- Headquarters
- Jericho, New York
- CRD number
- 17128
- Registered since
- August 5, 1988
- Website
- fliinvestors.com
Firm profile
FINTRXOverview
FLI Investors, LLC is recorded as a Delaware-registered limited liability company that has been SEC-registered since 1988. The firm is identified in the source data as a domestic entity/individual-owned adviser and is classified as "unclassified" in available filings. The dataset flags the firm as not acting as a capital allocator and not being an active ESG investor; it is likewise not listed as a multistate adviser, newly formed adviser, pension consultant, or related adviser. Available disclosures in the provided material are sparse about the firm's client types, advisory services, investment approach, fee schedules, and use of alternative investments or family office services. For someone evaluating the firm for a referral or partnership, current regulatory filings or direct outreach will be necessary to obtain details on offerings, investment strategies, custody arrangements, and any specialization the firm may have.
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 2
Robert Rosenthal
Chairman, CEO & Chief Investment OfficerCRD 1439033

Ralph Palleschi
President and Chief Operating OfficerCRD 1439102
Contacts
3 of 6
Philip Malakoff
Executive Manager DirectorCRD 1614500

Edward Palleschi
Executive Manager DirectorCRD 4157317

Therese Vobis
Senior Vice PresidentCRD 6896614
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Jericho, NY
Nassau
Location
Jericho, NY
Headquartered in Jericho, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Nassau
- Address
- 1 Jericho Plz
- Time zone
- ET (UTC-5)
- Office locations
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