Founded in 1938, Shufro Rose & Co., LLC is a New York-based, independent wealth management firm. The company is employee-owned and registered with the U.S. Securities and Exchange Commission (SEC). It specializes in providing highly customized investment management, wealth planning, and trust and estate planning services. Their mission is to build long-term relationships with clients, acting as fiduciaries to help them achieve their financial goals through tailored investment strategies and comprehensive financial guidance.

Founded in

United States