IFRAH FINANCIAL SERVICES, INC.

RIASEC RegisteredEst. 2005
Total AUM
$489M
Discretionary
$442M
90% of AUM
Avg account
$342K
Accounts
1,432
Employees
14
Advisory reps
9

Firm details

Headquarters
LITTLE ROCK, Arkansas
CRD number
136925
Registered since
November 29, 2005
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, Public Funds/Mutual Funds 12%, Cash & Cash Equivalents 2%, State & Local Bonds 1%85%
  • 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

Unlock 5 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 103

Active vs passive

$327M in ETFs

Passive

77%

$253M

Active

22%

$74.2M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES TREASURY FLOATING RATE BOND ETF (TFLO)BlackRockPassiveUltrashort Bond$26.1M515,8487.99%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth