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 with ownership described as a mix of a domestic entity and an individual. The firm’s public profile is sparse: it is classified as unclassified in the dataset and has not reported typical advisor characteristics such as fee schedules, client segments, or specific advisory activities. The record indicates the firm does not operate as a capital allocator, does not identify as an active ESG investor, and is not listed as a pension consultant or related adviser. It is also not flagged as a multi-state or newly formed adviser. The firm supplied no narrative on its investment focus, manager selection process, or affiliations, and FINTRX shows no entries under activities and affiliations.
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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