Shufro Rose

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

600 Lexington Ave Fl 15, New York, New Y...

Phone Number

(212) 754-5100

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
2

About Shufro Rose

Founded in 1938, Shufro Rose & Co. specializes in wealth management services, offering customized financial planning, estate planning, tax planning, retirement planning, and risk management. With over 85 years of experience, they provide tailored financial solutions to a diverse clientele, including multiple generations of families. Their mission is to develop appropriate financial strategies that ensure clients achieve peace of mind. The firm is supported by a talented team of wealth managers and financial advisors dedicated to client-centric service.Explore more
Shufro Rose's Social MediaPopular SearchesShufro Rose & Co LLCShufro, Rose & Co. LLCShufro RoseShufro Rose CoShufro , Rose & Co LLCSIC Code 62,628NAICS Code 52,523Show more

Shufro Rose Org Chart

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Vice President, Investment Solutions

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Executive Vice President & Head of Wealth Pla...

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Compare insights from companies similar to Shufro Rose, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Shufro Rose

<$5M
11-50
Private
-
1938
AS
Anthony SantolociVice President, Investment Solutions
$6.9M
11-50
Private
<$5M
2006
Richard Lunsford, President & Chief Financial Officer at Mill Creek Capital Advisors
Richard LunsfordPresident & Chief Financial Officer
$6.4M
11-50
Private
<$5M
2010
N/A
<$5M
11-50
Private
-
2001
JL
Jennifer LovellCustomer Service Manager
<$5M
11-50
Private
<$5M
1975
MF
Mark FosterChief Investment Officer & Portfolio Manager
<$5M
11-50
Private
-
1995
<$5M
1-10
Private
-
2010
PF
Pat FairPartner, Wealth Advisor, Chief Compliance Officer, Cfp
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Shufro Rose is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Shufro Rose is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Shufro Rose.

Shufro Rose Tech Stack

A closer look at the technologies used by Shufro Rose

Shufro Rose News & Media

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Frequently Asked Questions Regarding Shufro Rose

What is Shufro Rose's official website?
Shufro Rose's official website is www.shufrorose.com
What is Shufro Rose's Revenue?
Shufro Rose's revenue is <$5 Million
What is Shufro Rose's SIC code?
Shufro Rose's SIC: 62,628
What is Shufro Rose's NAICS code?
Shufro Rose's NAICS: 52,523
How many employees does Shufro Rose have?
Shufro Rose has 11-50 employees
What industry does Shufro Rose belong to?
Shufro Rose is in the industry of: Finance, Securities Trading
What is Shufro Rose competition?
Shufro Rose top competitors include: RPg Family Wealth Advisory, Mill Creek Capital Advisors, Durbin Bennett Private Wealth Management, Holderness Investments
What technology does Shufro Rose use?
Some of the popular technologies that Shufro Rose uses are: goo.gl, Cloudflare CDN, Squarespace Online Stores, Adobe Typekit
How do I contact Shufro Rose?
Shufro Rose contact info: Phone number: (212) 754-5100 Website: www.shufrorose.com
What does Shufro Rose do?

Founded in 1938, Shufro Rose & Co. specializes in wealth management services, offering customized financial planning, estate planning, tax planning, retirement planning, and risk management. With over 85 years of experience, they provide tailored financial solutions to a diverse clientele, including multiple generations of families. Their mission i... s to develop appropriate financial strategies that ensure clients achieve peace of mind. The firm is supported by a talented team of wealth managers and financial advisors dedicated to client-centric service.Read More

What are Shufro Rose social media links?
Shufro Rose Linkedin page
Is Shufro Rose a public company?
Shufro Rose is private company therefore does not currently have an official ticker symbol
See more information about Shufro Rose

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