IFRAH FINANCIAL SERVICES, INC.
Firm details
- Headquarters
- LITTLE ROCK, Arkansas
- CRD number
- 136925
- Registered since
- November 29, 2005
- Website
- ifrahfinancial.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI68.38%
- Individuals22.02%
- Pension & Profit Sharing Plans9.1%
- Corporations / Businesses0.49%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Ifrah Financial Services, Inc. is an independent registered investment adviser operating as a privately held corporation. SEC registration dates back to 2005 and the firm acts as a capital allocator for both individual/family and institutional clients. Its advisory practice is built around financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, selection of outside advisers, and producing written market commentary or newsletters. Billing is flexible — the firm charges a percentage of assets under management and also uses hourly and fixed-fee arrangements for planning or consulting work. Investmently, the firm shows a clear tilt toward exchange-traded products and equities while maintaining a meaningful allocation to income and real-asset strategies. It is not positioned as an ESG-focused manager and does not operate as a multi-state adviser. The firm also lists an industry affiliation with accountants, which suggests they coordinate planning and tax-aware implementation with external tax professionals.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Public Funds/Mutual Funds12%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Owners & executives
1 of 1PATRICK (AKA PATRICE) IFRAH
President, CEOCRD 2198425
Contacts
3 of 8KYLE PITTS
Financial PlannerCRD 2364011
JOHN KELLY
Financial PlannerCRD 1067637
DOUGLAS SPENCER
Financial PlannerCRD 1179191
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 103Active vs passive
$327M in ETFs
77%
$253M
22%
$74.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES TREASURY FLOATING RATE BOND ETF (TFLO) | BlackRock | Passive | Ultrashort Bond | $26.1M | 515,848 | 7.99% |
Location
LITTLE ROCK, AR
PULASKI
Location
LITTLE ROCK, AR
Headquartered in LITTLE ROCK, AR, anchoring the Little Rock-North Little Rock, AR metro in the South.
- Metro area
- Little Rock-North Little Rock, AR
- Region
- South
- County
- PULASKI
- Address
- 17300 Chenal Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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