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- Custodian
- American Funds · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-07-1955
- Office Locations
- 1
Office Locations
About Shufro, Rose & Co., LLC
Founded in 1938, New York-based Shufro, Rose & Co. delivers highly customized wealth management and financial planning for families, including estate, tax, retirement, and risk management. The firm often advises multi-generational households (now fourth-generation clients) and constructs portfolios using ETFs and public funds alongside U.S. government/agency fixed income, serving both retail and institutional relationships.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
STEPHEN DAVID LEIT
PRINCIPAL, SENIOR FINANCIAL ADVISOR, Senior Managing Director
- CRD
- #818707
- Ownership
- 25% but less than 50%
JOHN MARINUS CONTANT
Principal, Senior Advisor, SENIOR FINANCIAL ADVISOR
- CRD
- #2810876
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
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Aimee Adler
Financial Advisor, General Partner
- CRD
- #7186177
LANCE CHRISTOPHER ARMENTA
Wealth Planning Analyst
- CRD
- #7123848
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,405,608,195 | $820,187 |
| Non-Discretionary | $58,044,258 | $763,740 |
| Total | $2,463,652,453 | $818,761 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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