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Building 2SHUFRO, ROSE & CO., LLC

Map pinNEW YORK, NY
Phone212-754-5100
NotebookSEC #801-977
Total AUM
$2.5B
Employees
27
Clients
1,331

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 LEXINGTON AVENUE
15TH FLOOR
NEW YORK
NY 10022
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
212-754-5100

ReceiptFinancials

Total AUM
$2.5B
Accounts
3,009
Discretionary
$2.4B
Accounts
2,933
Non-Discretionary
$58M
Accounts
76

ContactClients

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Individual Clients
660
AUM
$253.8M
HNW Individual Clients
547
AUM
$2.1B
Pension/Profit Sharing Plan Clients
57
AUM
$36.3M
Charitable Organization Clients
18
AUM
$13.8M
Corporation or Business Clients
49
AUM
$106.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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