Insights

Established Expertise Shufro Rose has over 80 years of experience in wealth management and financial planning, demonstrating a deep understanding of the industry and a strong reputation for customized client solutions that may benefit from advanced financial technology integrations.

High-Profile Recognition Being ranked No. 99 on the CNBC Financial Advisor 100 indicates a significant standing in the industry, providing opportunities to position premium financial solutions and innovative services to attract high-net-worth clients.

Size and Revenue With a revenue range of 50 to 100 million dollars and a specialized team of up to 50 employees, there is potential to introduce scalable technology tools and investment platforms tailored for growth and operational efficiency.

Technological Landscape The company's current tech stack includes popular tools like jQuery and PHP, suggesting openness to adopting more modern financial management technologies and digital advisory solutions to enhance client engagement and service delivery.

Market Positioning As a mid-sized firm positioned among industry giants, Shufro Rose may be interested in strategic partnerships, marketing platforms, and fintech innovations that help differentiate their personalized services in a competitive wealth management sector.

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Shufro, Rose & Co., LLC Tech Stack

Shufro, Rose & Co., LLC uses 8 technology products and services including W3 Total Cache, WordPress, Google Fonts API, and more. Explore Shufro, Rose & Co., LLC's tech stack below.

  • W3 Total Cache
    Caching
  • WordPress
    Content Management System
  • Google Fonts API
    Font Scripts
  • Font Awesome
    Font Scripts
  • Twemoji
    Font Scripts
  • jQuery Mobile
    Mobile Frameworks
  • PHP
    Programming Languages
  • Apache
    Web Servers

Shufro, Rose & Co., LLC's Email Address Formats

Shufro, Rose & Co., LLC uses at least 1 format(s):
Shufro, Rose & Co., LLC Email FormatsExamplePercentage
FLast@shufrorose.comJDoe@shufrorose.com
95%
Last@shufrorose.comDoe@shufrorose.com
5%

Frequently Asked Questions

Where is Shufro, Rose & Co., LLC's headquarters located?

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Shufro, Rose & Co., LLC's main headquarters is located at 600 Lexington Avenue New York, New York United States. The company has employees across 1 continents, including North America.

What is Shufro, Rose & Co., LLC's phone number?

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You can contact Shufro, Rose & Co., LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Shufro, Rose & Co., LLC's official website and social media links?

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Shufro, Rose & Co., LLC's official website is shufrorose.com and has social profiles on LinkedIn.

What is Shufro, Rose & Co., LLC's SIC code NAICS code?

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Shufro, Rose & Co., LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Shufro, Rose & Co., LLC have currently?

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As of April 2026, Shufro, Rose & Co., LLC has approximately 28 employees across 1 continents, including North America. Key team members include Chief Operating Officer: M. E.Vice President & Platform Manager: T. K.Vice President And Financial Advisor: M. H.. Explore Shufro, Rose & Co., LLC's employee directory with LeadIQ.

What industry does Shufro, Rose & Co., LLC belong to?

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Shufro, Rose & Co., LLC operates in the Investment Management industry.

What technology does Shufro, Rose & Co., LLC use?

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Shufro, Rose & Co., LLC's tech stack includes W3 Total CacheWordPressGoogle Fonts APIFont AwesomeTwemojijQuery MobilePHPApache.

What is Shufro, Rose & Co., LLC's email format?

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Shufro, Rose & Co., LLC's email format typically follows the pattern of FLast@shufrorose.com. Find more Shufro, Rose & Co., LLC email formats with LeadIQ.

When was Shufro, Rose & Co., LLC founded?

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Shufro, Rose & Co., LLC was founded in 1938.

Shufro, Rose & Co., LLC

Investment ManagementNew York, United States11-50 Employees

Shufro Rose has been providing Wealth Management Services, Customized Financial Planning, Estate Planning, Tax Planning, Retirement Planning, and Risk Management Services for over 80 years and counting. We advise the fourth successive generation of many families on a wide range of financial decisions.

We have a talented team of Wealth Managers and Financial Advisors delivering highly customized financial solutions to our diverse array of clients.

Our mission is to provide thoughtful financial advice and creative solutions when planning for your future, helping you manage any surprises along the way.

We want to hear what is important to you, surround you with a strong team, and implement appropriate investment strategies each step of the way.

So you and your family can focus on all the things that matter most.

Section iconCompany Overview

Headquarters
600 Lexington Avenue New York, New York United States
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
5239 - Other Financial Investment Activities
Founded
1938
Employees
11-50

Section iconFunding & Financials

  • $50M$100M

    Shufro, Rose & Co., LLC's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Shufro, Rose & Co., LLC's revenue is estimated to be in the range of $50M$100M

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