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 that has been SEC-registered since 2005. The firm is organized as a corporation with individual ownership and acts as a capital allocator for both individuals and families as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and the publication of periodicals or newsletters. Fee arrangements are flexible and include percentage-of-AUM fees as well as hourly and fixed-fee engagements. The firm is not identified as an active ESG investor.
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
John Kelly
Financial PlannerCRD 1067637
Stephen Desalvo
Chairman of the BoardCRD 1526714
Robert Harris
Financial PlannerCRD 2332790
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 97Active vs passive
$331M in ETFs
80%
$265M
19%
$66.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES TREASURY FLOATING RATE BOND ETF (TFLO) | BlackRock | Passive | Ultrashort Bond | $24.6M | 484,696 | 7.41% |
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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