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, corporation-structured registered investment adviser that has been SEC-registered since 2005 and is owned by an individual. The firm describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting-type work, and publication of periodic newsletters. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
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 1
Patrick (aka Patrice) Ifrah
President, CEOCRD 2198425
Contacts
3 of 8
Kyle 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
$348M in ETFs
78%
$273M
20%
$75.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES TREASURY FLOATING RATE BOND ETF (TFLO) | BlackRock | Passive | Ultrashort Bond | $24.2M | 478,794 | 6.96% |
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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