Shufro Rose

Q: What is Shufro Rose's official website?

Shufro Rose's official website is www.shufrorose.com

Q: What is Shufro Rose's Revenue?

Shufro Rose's revenue is <$5 Million

Q: How many employees does Shufro Rose have?

Shufro Rose has 11-50 employees

Q: What industry does Shufro Rose belong to?

Shufro Rose is in the industry of: Finance , Securities Trading

Q: What is Shufro Rose competition?

Shufro Rose top competitors include: Mill Creek Capital Advisors , Durbin Bennett Private Wealth Management , Holderness Investments , AP Wealth Management

Q: 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

Q: How do I contact Shufro Rose?

Shufro Rose contact info: Phone number: (212) 754-5100 Website: www.shufrorose.com

Q: 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

Q: Is Shufro Rose a public company?

Shufro Rose is private company therefore does not currently have an official ticker symbol

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

Website

www.shufrorose.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

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

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SIC Code 62,628NAICS Code 52,523Show more

Shufro Rose Org Chart

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Robert Ossers

Executive Vice President & Head of Wealth Pla...

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John Contant

Principal and Senior Financial Advisor

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Principal and Senior Financial Advisor

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Principal and Senior Financial Advisor

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Principal and Senior Financial Advisor

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Wealth Planning Analyst

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Portfolio Assistant

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Cfa, Cfp, Chsnc Senior Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Shufro Rose

<$5M

11-50

Private

1938

Robert OssersExecutive Vice President & Head of Wealth Planning Senior Financial Advisor

Mill Creek Capital Adviso...

$6.9M

11-50

Private

<$5M

2006

John CanningChief Compliance Officer

Durbin Bennett Private We...

<$5M

11-50

Private

2001

Jennifer LovellCustomer Service Manager

Kirr Marbach

<$5M

11-50

Private

<$5M

1975

Michael PetryDirector, Research

Holderness Investments

<$5M

11-50

Private

1995

Richard HoldernessPresident

AP Wealth Management

<$5M

1-10

Private

2010

Pat FairPartner, Wealth Advisor, Chief Compliance Officer, Cfp

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Shufro Rose Tech Stack

A closer look at the technologies used by Shufro Rose

Squarespace Online Stores

Squarespace

Adobe Typekit

Adobe

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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: Mill Creek Capital Advisors, Durbin Bennett Private Wealth Management, Holderness Investments, AP Wealth Management

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?

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

Shufro Rose Latest Hires and Their Positions

Shufro Rose is expanding and recently hired new employees. Here are the latest additions to the team.

Nicole Washington

Administrative Assistant

Joined May 10, 2026

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