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Shufro-Glass Group

EST. AUM
$760,000,000

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Firm Details

Metro area New York City
CRD Number
Website shufrorose.com
Client types

Overview

The Shufro-Glass Group is a New York-based wealth-management practice operating within Shufro, Rose & Co., LLC. It is co-led by Gregory D. Shufro and Steven J. Glass and serves individuals and families requiring investment management and comprehensive financial planning. The group provides retirement, insurance, estate, tax, education, charitable-giving, and multigenerational planning services. Its investment approach emphasizes diversification across asset classes, sectors, investment styles, factors, and managers. The practice advises multiple generations of client families and focuses on long-term financial stewardship. As of June 22, 2026, the group managed approximately $760 million in client assets. Wealth Enhancement announced an agreement to acquire the practice, with closing expected in August 2026.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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