A complete list of active advisors currently associated with Shufro, Rose & CO., LLC

Warmer can help you find a great advisor at Shufro, Rose & CO., LLC or one who fits your needs even better.

Shufro, Rose & Co. provides discretionary and non‑discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts, retirement accounts, businesses and charitable organizations. The firm manages separately managed accounts, may recommend selected alternative private investment funds to qualified investors, and offers access to 529 college‑savings accounts through a partnership with American Funds. Portfolio managers are assigned to individual or household accounts and construct portfolios using equities, fixed income, ETFs, mutual funds and cash equivalents, with an emphasis on individualized, long‑term management and ongoing monitoring. The brochure discloses that, in isolated cases and with client approval, managers may use derivatives (one manager routinely uses options) and may employ borrowing or margin as part of an investment strategy, and that the firm uses outside research providers and electronic portfolio management tools. Founded in 1938, the firm reports roughly $2.46 billion in regulatory assets under management across 12 advisors, producing an AUM‑per‑advisor level above $200 million that is uncommon for teams of this size. The firm also discloses an affiliation with an SEC‑registered adviser for sub‑advisory arrangements—a relationship the brochure identifies as creating a potential conflict of interest in the selection and retention of sub‑advisers.

To learn more about the advisors currently working at Shufro, Rose & CO., LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.