IFRAH FINANCIAL SERVICES, INC.

Adviser information for IFRAH FINANCIAL SERVICES, INC. last updated from Form ADV on March 6th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Arkansas, United States

Employees

Total Number of Employees 13
Investment Advisory/Research 9
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 9
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 531 $360.7M
Non-Discretionary 73 $43.0M
Total 604 $403.6M

Clients

Type Number RAUM
Individuals 445 $117.9M
HNW Individuals 123 $255.9M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 30 $27.6M
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 6 $2.2M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1000

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)Publication of periodicals or newsletters
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-64962
SEC ERA File Number 801-64962
SEC CIK Numbers 1382646
SEC CRD Numbers 136925
Legal Entity Identifier None

Principal Office

17300 CHENAL PARKWAY
SUITE 150
LITTLE ROCK
AR
United States
Monday - Friday, 8:30AM-5:30PM
Tel: 501-821-7733, Fax: 501-712-1401

Chief Compliance Officer

PATRICK IFRAH
PRESIDENT & CEO/PRINCIPAL
17300 CHENAL PARKWAY
SUITE 150
LITTLE ROCK
AR
United States
Tel: 501-821-7733
Fax: 501-712-1401
(Full email address available in API data)

Regulatory Contact

STEPHEN DESALVO
CHAIRMAN
17300 CHENAL PARKWAY
SUITE 150
LITTLE ROCK
AR
United States
Tel: 501-821-7733
Fax: 501-712-1401
(Full email address available in API data)

Industry Affiliates

DOUGLAS J. SPENCER, CPA Accountant or accounting firm

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
IFRAH, PATRICK (AKA PATRICE) Individual PRESIDENT/CHIEF COMPLIANCE OFFICER 11/2005 25-50%
DESALVO, STEPHEN, HENRY Individual PRINCIPAL AND OWNER 11/2005 25-50%
HARRIS, ROBERT, ELBERT Individual PRINCIPAL AND OWNER 11/2005 10-25%
BROWN, MICAH, HARLEY Individual PRINCIPAL AND OWNER 11/2005 25-50%

No. Employees, Historic

20100201920202021202220232024202515 on 7/10/201915 on 7/30/201915 on 11/21/201914 on 3/5/202014 on 6/10/202013 on 2/11/202113 on 6/11/202114 on 2/8/202214 on 9/27/202214 on 2/6/202313 on 3/6/2024

RAUM, Historic

500M250M02019202020212022202320242025308993999 on 7/10/2019308993999 on 7/30/2019308993999 on 11/21/2019336445594 on 3/5/2020336445594 on 6/10/2020373792376 on 2/11/2021373792376 on 6/11/2021428605849 on 2/8/2022428605849 on 9/27/2022377880448 on 2/6/2023403648623 on 3/6/2024

No. Clients, Historic

70035002019202020212022202320242025633 on 7/10/2019633 on 7/30/2019633 on 11/21/2019610 on 3/5/2020610 on 6/10/2020605 on 2/11/2021605 on 6/11/2021635 on 2/8/2022635 on 9/27/2022620 on 2/6/2023604 on 3/6/2024

Holdings

From latest 13F, filed August 5th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 1M 8K
ABRDN ETFS BBRG ALL COMMDY 2M 56K
ADOBE INC COM 600K 1K
ADVANCED ENERGY INDS COM 280K 3K
ADVANCED MICRO DEVICES INC COM 229K 1K
ALLSTATE CORP COM 207K 1K
ALPHABET INC CAP STK CL C 689K 4K
ALPHABET INC CAP STK CL A 477K 3K
AMAZON COM INC COM 504K 3K
AMDOCS LTD SHS 401K 5K
AMERICAN CENTY ETF TR AVANTIS EMGMKT 521K 9K
AMERICAN CENTY ETF TR INTL EQT ETF 487K 8K
AMERICAN CENTY ETF TR INTL SMCP VLU 286K 4K
AMERICAN ELEC PWR CO INC COM 221K 3K
AMERICAN FINL GROUP INC OHIO COM 712K 6K
AMETEK INC COM 623K 4K
AMGEN INC COM 459K 1K
AMPHENOL CORP NEW CL A 321K 5K
ANALOG DEVICES INC COM 230K 1K
APPLE INC COM 16M 76K
APPLIED INDL TECHNOLOGIES IN COM 1M 5K
ASSURANT INC COM 312K 2K
AT&T INC COM 411K 22K
ATKORE INC COM 712K 5K
AUTOMATIC DATA PROCESSING IN COM 301K 1K
BENCHMARK ELECTRS INC COM 237K 6K
BLOCK H & R INC COM 1M 19K
BOOZ ALLEN HAMILTON HLDG COR CL A 1M 10K
BRADY CORP CL A 260K 4K
BRISTOL-MYERS SQUIBB CO COM 259K 6K
BROADCOM INC COM 337K 210
BROADRIDGE FINL SOLUTIONS IN COM 393K 2K
BUILDERS FIRSTSOURCE INC COM 549K 4K
CADENCE DESIGN SYSTEM INC COM 2M 5K
CATERPILLAR INC COM 269K 809
CBIZ INC COM 459K 6K
CBRE GROUP INC CL A 554K 6K
CDW CORP COM 258K 1K
CF INDS HLDGS INC COM 228K 3K
CISCO SYS INC COM 386K 8K
COCA COLA CO COM 526K 8K
COMCAST CORP NEW CL A 200K 5K
COMFORT SYS USA INC COM 643K 2K
DBX ETF TR XTRACK MSCI EURP 407K 10K
DBX ETF TR XTRACK MSCI JAPN 365K 5K
DECKERS OUTDOOR CORP COM 269K 278
DEXCOM INC COM 205K 2K
DIMENSIONAL ETF TRUST INTL HIGH PROFIT 337K 13K
DIREXION SHS ETF TR AUSPCE CMD STG 3M 116K
EATON CORP PLC SHS 1M 4K
ELI LILLY & CO COM 3M 3K
ENCOMPASS HEALTH CORP COM 358K 4K
ENERSYS COM 205K 2K
EPAM SYS INC COM 316K 2K
EXXON MOBIL CORP COM 671K 6K
FAIR ISAAC CORP COM 564K 379
FEDERAL SIGNAL CORP COM 301K 4K
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 7M 115K
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 2M 35K
FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 2M 45K
FIRST TR EXCHNG TRADED FD VI FT VEST INTE 290K 12K
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 431K 12K
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 209K 5K
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 217K 5K
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 440K 10K
FIRST TR EXCHNG TRADED FD VI FT VEST INTER EQ 571K 25K
FISERV INC COM 1M 10K
FLEX LTD ORD 225K 8K
FLOWERS FOODS INC COM 222K 10K
FTI CONSULTING INC COM 721K 3K
GALLAGHER ARTHUR J & CO COM 442K 2K
GEN DIGITAL INC COM 523K 21K
GENERAL DYNAMICS CORP COM 924K 3K
GRAND CANYON ED INC COM 261K 2K
HCA HEALTHCARE INC COM 201K 625
HILLENBRAND INC COM 464K 12K
HOME BANCSHARES INC COM 209K 9K
HOME DEPOT INC COM 403K 1K
HONEYWELL INTL INC COM 549K 3K
HOWMET AEROSPACE INC COM 220K 3K
HUBBELL INC COM 354K 968
HUMANA INC COM 291K 778
INNOVATOR ETFS TRUST EMRGNG MKT JULY 286K 12K
INNOVATOR ETFS TRUST INTRNL DEV JULY 730K 26K
INNOVATOR ETFS TRUST NASDAQ 100 MANA 456K 17K
INNOVATOR ETFS TRUST US EQTY ACCELRT9 369K 13K
INTEL CORP COM 272K 9K
INTUIT COM 227K 345
INVESCO EXCH TRADED FD TR II GLOBAL WATER 486K 12K
ISHARES GOLD TR ISHARES NEW 1M 30K
ISHARES INC MSCI EMERG MRKT 3M 53K
ISHARES TR 0-5YR INVT GR CP 3M 66K
ISHARES TR 1 3 YR TREAS BD 11M 138K
ISHARES TR ISHS 1-5YR INVS 2M 39K
ISHARES TR FLTG RATE NT ETF 11M 207K
ISHARES TR IBONDS DEC24 ETF 3M 136K
ISHARES TR SHORT TREAS BD 1M 9K
ISHARES TR TRS FLT RT BD 24M 468K
ISHARES TR BLACKROCK ULTRA 2M 36K
ISHARES TR COHEN STEER REIT 5M 89K
ISHARES TR HDG MSCI EAFE 5M 153K
ISHARES TR MBS ETF 313K 3K
ISHARES TR CORE S&P500 ETF 742K 1K
ISHARES TR GLOBAL 100 ETF 1M 14K
ISHARES TR GLOBAL ENERG ETF 535K 13K
ISHARES TR MSCI ACWI ETF 770K 7K
ISHARES TR MSCI INDIA ETF 548K 10K
ISHARES TR US AER DEF ETF 461K 3K
ISHARES TR U.S. BAS MTL ETF 415K 3K
ISHARES TR US HOME CONS ETF 621K 6K
ISHARES TR EAFE GRWTH ETF 2M 24K
ISHARES TR EAFE SML CP ETF 8M 122K
ISHARES TR EAFE VALUE ETF 2M 46K
ISHARES TR S&P 500 GRWT ETF 19M 208K
ISHARES TR S&P MC 400GR ETF 13M 150K
ISHARES TR S&P MC 400VL ETF 5M 41K
ISHARES TR S&P SML 600 GWT 7M 54K
ISHARES TR SP SMCP600VL ETF 6M 66K
ISHARES TR CORE S&P MCP ETF 212K 4K
ISHARES TR CORE S&P SCP ETF 397K 4K
ISHARES U S ETF TR BLACKROCK SH DUR 9M 180K
JABIL INC COM 560K 5K
JANUS DETROIT STR TR HENDRSON AAA CL 9M 181K
JOHNSON & JOHNSON COM 502K 3K
KENVUE INC COM 324K 18K
KEYSIGHT TECHNOLOGIES INC COM 381K 3K
KLA CORP COM NEW 2M 2K
KORN FERRY COM NEW 271K 4K
KULICKE & SOFFA INDS INC COM 733K 15K
LAM RESEARCH CORP COM 826K 776
LATTICE SEMICONDUCTOR CORP COM 204K 4K
LINCOLN ELEC HLDGS INC COM 375K 2K
LINDE PLC SHS 1M 3K
MANHATTAN ASSOCIATES INC COM 229K 928
MERCK & CO INC COM 815K 7K
MICRON TECHNOLOGY INC COM 616K 5K
MICROSOFT CORP COM 4M 9K
NVIDIA CORPORATION COM 2M 18K
ORACLE CORP COM 1M 10K
OTTER TAIL CORP COM 328K 4K
PACKAGING CORP AMER COM 316K 2K
PAYCHEX INC COM 430K 4K
PFIZER INC COM 491K 18K
PGIM ETF TR PGIM ULTRA SH BD 6M 118K
PHILIP MORRIS INTL INC COM 203K 2K
PRIMERICA INC COM 295K 1K
PRIMORIS SVCS CORP COM 1M 20K
PROGRESS SOFTWARE CORP COM 391K 7K
QUALYS INC COM 288K 2K
REGAL REXNORD CORPORATION COM 246K 2K
REPUBLIC SVCS INC COM 340K 2K
RTX CORPORATION COM 530K 5K
S&P GLOBAL INC COM 299K 670
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 5M 141K
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 2M 86K
SCHWAB STRATEGIC TR INTL EQTY ETF 602K 16K
SCHWAB STRATEGIC TR INTL SCEQT ETF 440K 12K
SCHWAB STRATEGIC TR US LRG CAP ETF 1M 22K
SCHWAB STRATEGIC TR US MID-CAP ETF 1M 17K
SCHWAB STRATEGIC TR US SML CAP ETF 932K 20K
SCHWAB STRATEGIC TR US LCAP VA ETF 5M 74K
SCHWAB STRATEGIC TR US BRD MKT ETF 297K 5K
SELECT SECTOR SPDR TR COMMUNICATION 959K 11K
SELECT SECTOR SPDR TR ENERGY 564K 6K
SELECT SECTOR SPDR TR INDL 306K 3K
SELECT SECTOR SPDR TR TECHNOLOGY 2M 9K
SELECTIVE INS GROUP INC COM 245K 3K
SHYFT GROUP INC COM 344K 29K
SKYWEST INC COM 275K 3K
SPDR SER TR S&P METALS MNG 290K 5K
STRYKER CORPORATION COM 1M 4K
SYNOPSYS INC COM 2M 4K
TARGET CORP COM 315K 2K
TELEDYNE TECHNOLOGIES INC COM 297K 766
TERADYNE INC COM 971K 7K
TEXAS INSTRS INC COM 847K 4K
THE CIGNA GROUP COM 240K 726
THE TRADE DESK INC COM CL A 239K 2K
TIMKEN CO COM 654K 8K
TJX COS INC NEW COM 287K 3K
TRACTOR SUPPLY CO COM 666K 2K
TRANE TECHNOLOGIES PLC SHS 286K 869
UNITEDHEALTH GROUP INC COM 1M 3K
VANGUARD INDEX FDS LARGE CAP ETF 5M 22K
VANGUARD INDEX FDS MCAP GR IDXVIP 4M 18K
VANGUARD INDEX FDS MCAP VL IDXVIP 3M 23K
VANGUARD INDEX FDS REAL ESTATE ETF 2M 19K
VANGUARD INDEX FDS SML CP GRW ETF 7M 28K
VANGUARD INDEX FDS SM CP VAL ETF 8M 43K
VANGUARD INDEX FDS TOTAL STK MKT 1M 4K
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 10M 174K
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 889K 20K
VANGUARD MALVERN FDS STRM INFPROIDX 2M 42K
VANGUARD WHITEHALL FDS HIGH DIV YLD 366K 3K
VANGUARD WHITEHALL FDS INTL HIGH ETF 450K 7K
VANGUARD WORLD FD MEGA GRWTH IND 5M 16K
VANGUARD WORLD FD MEGA CAP VAL ETF 3M 23K
VANGUARD WORLD FD CONSUM DIS ETF 413K 1K
VANGUARD WORLD FD INF TECH ETF 336K 583
VERTEX PHARMACEUTICALS INC COM 2M 4K
WALMART INC COM 2M 29K
WASTE MGMT INC DEL COM 492K 2K
WESTERN UN CO COM 176K 14K
WISDOMTREE TR ITL HDG QTLY DIV 755K 17K
WISDOMTREE TR JPN SCAP HDG EQT 834K 24K
ZOETIS INC CL A 397K 2K