FIRST LONG ISLAND INVESTORS, LLC

One Jericho Plaza
Suite 201
Jericho, New York 11753-1673
Tel: 516-935-1200

About FIRST LONG ISLAND INVESTORS, LLC

FIRST LONG ISLAND INVESTORS, LLC, formally registered with the SEC as FIRST LONG ISLAND INVESTORS, LLC. The firm was established in 07/13/1984. They have over 1 offices throughout the country.

FIRST LONG ISLAND INVESTORS, LLC is a Jericho, New York based Financial Planning firm with nearly $1,545,821,993 assets under management, offering retirement planning & investment advisory services to 818 clients. The firm is staffed with 26 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	167212
SEC#	801-21607
Assets Managed by Firm	$1,545,821,993
No. of Clients	818
No. of Advisors	26

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (ADVICE TO PRIVATE INVESTMENT PARTNERSHIPS)

Firm Client Information

	No. of Clients	AUM
Firm Total	818	$1,545,821,993
Individuals (other than high net worth individuals)	145	$155,287,647
High net worth individuals	211	$774,755,444
Pension and profit sharing plans	8	$46,074,354
Charitable organizations	10	$21,802,582
Corporations or other businesses	Fewer than 5 clients	$20,847,798

More Retirement Planning firms in Jericho, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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