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 |
Principal Office
17300 CHENAL PARKWAYSUITE 150
LITTLE ROCK
AR
United States
Monday - Friday, 8:30AM-5:30PM
Tel: 501-821-7733, Fax: 501-712-1401
Websites
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
P******@*****************M
(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
S******@*****************M
(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
RAUM, Historic
No. Clients, Historic
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 | – |