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 organized as a limited liability company and has been registered with the SEC since 1988. The firm is owned by domestic interests and is classified in the available records as "unclassified," with no designation as a capital allocator. The dataset indicates the firm is not an active ESG investor, not a multi-state adviser, not newly formed, and does not serve in a pension-consulting or related-adviser capacity. Public disclosures provided to FINTRX are sparse: the firm did not supply descriptive information about its advisory activities, business lines, or manager allocation preferences. That limited transparency makes it difficult to characterize client segments, investment focus, or the services the firm emphasizes beyond its basic organizational details.
Assets & Accounts
Location & Offices
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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