Shufro, Rose & Co., LLC, headquartered in New York, NY, is a respected local investment advisory firm. With one office, the firm comprises a team of 26 professionals, nine of whom specialize in investment advisory services. Renowned for their expertise, they consistently manage an impressive average of approximately $200,650,000 in assets per investment advisor, surpassing industry standards.
Shufro, Rose & Co., LLC adopts a diversified compensation structure that includes a percentage of assets under management and fixed fees, ensuring alignment with their clients' interests. While their portfolio consists of less than 30% 401K ...see more
Investment Professionals
9
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Other Business Activities
- Registered representative of a broker-dealer
Reviews for Shufro, Rose & Co., Llc
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