Ifrah Financial Services provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, publishing newsletters, estate planning, and tax planning. Financial planning was provided to 1,000 clients last fiscal year.
Ifrah Financial Services reports 598 clients. They include 406 individual clients, 149 high-net-worth individuals, and 38 pension and profit-sharing plans. Of its assets, 90.4% ($442M across 1,359 accounts) are managed with discretion; $47.1M across 73 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 68% | 22% |
| High-net-worth individuals | 25% | 68% |
| Pension and profit-sharing plans | 6% | 9% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 406 | $108M | 22.0% | $265K |
| High-net-worth individuals | 149 | $334M | 68.4% | $2.24M |
| Pension and profit-sharing plans | 38 | $44.5M | 9.1% | $1.17M |
| Corporations and other businesses | 5 | $2.38M | 0.5% | $476K |
| Total | 598 | $489M | 100% | $818K |
- Clients
- 406
- Regulatory AUM
- $108M
- AUM share
- 22.0%
- Avg. per client
- $265K
- Clients
- 149
- Regulatory AUM
- $334M
- AUM share
- 68.4%
- Avg. per client
- $2.24M
- Clients
- 38
- Regulatory AUM
- $44.5M
- AUM share
- 9.1%
- Avg. per client
- $1.17M
- Clients
- 5
- Regulatory AUM
- $2.38M
- AUM share
- 0.5%
- Avg. per client
- $476K
Total
- Clients
- 598
- Regulatory AUM
- $489M
- AUM share
- 100%
- Avg. per client
- $818K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1000
Ifrah Financial Services charges 1.00%–1.50% a year for its Investment supervisory services. The fee is billed in advance and is negotiable. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting services
- Charged hourly at $250 an hour, with an estimate of total hours given at the start of the relationship.
- Financial planning
- Charged hourly at $250 an hour, with an estimate of total hours given at the start; paid fees may be credited to advisory fees.
- Retirement plan services
- The advisory fee for Vanguard retirement plan services is negotiated upfront with the client, based on plan size and participants.
Patrick (Aka Patrice) Ifrah owns 25% to 50% of Ifrah Financial Services. The leadership team of Ifrah Financial Services includes President Patrick (Aka Patrice) Ifrah. It has 14 employees, 9 of them in advisory roles.
Leadership
- Patrick (Aka Patrice) IfrahPresident/Chief Compliance Officer
- Micah BrownPrincipal and Owner
- Stephen DesalvoPrincipal and Owner
- Robert HarrisPrincipal and Owner
Investment adviser representatives
9 representatives listed in the SEC register as of 9 October 2026.
Staff
- 14 employees
- 9 in advisory functions
- 9 state-registered reps
- Owns 25% to 50% of Ifrah Financial Services, Inc.
Patrick (Aka Patrice) Ifrah
Control person · since November 2005
- Owns 25% to 50% of Ifrah Financial Services, Inc.
Stephen Desalvo
Control person · since November 2005
- Owns 25% to 50% of Ifrah Financial Services, Inc.
Micah Brown
Control person · since November 2005
- Owns 10% to 25% of Ifrah Financial Services, Inc.
Robert Harris
Control person · since November 2005
Ifrah Financial Services’ regulatory assets grew from $374M (June 2021) to $489M (September 2026); clients were 598 in both filings and employees rose from 13 to 14.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $489M | 598 | 14 | 3 |
| April 2025 | $447M | 606 | 14 | 3 |
| March 2024 | $404M | 604 | 13 | 3 |
| February 2023 | $378M | 620 | 14 | 3 |
| February 2022 | $429M | 635 | 14 | 3 |
| June 2021 | $374M | 605 | 13 | 3 |
Besides its headquarters, Ifrah Financial Services has 2 offices, with 3 listed addresses in Arkansas.
Arkansas · 3 listed addresses
- 17300 Chenal Parkway, Suite 150, Little RockHQ
- 4010 Jefferson Avenue, Texarkana
- 300 Exchange Street, Hot Springs
Contact and registration details
- Legal name
- Ifrah Financial Services, Inc.
- Headquarters
- 17300 Chenal Parkway, Suite 150, Little Rock, AR 72223-5876
- Website
- ifrahfinancial.com
- Phone
- 501-821-7733
- SEC file
- 801-64962
- Founded
- 2006
- Structure
- Arkansas corporation
- Fiscal year end
- December
Ifrah Financial Services has custody of $114M in client assets for 137 clients.
At year end, Ifrah Financial Services’ separately managed accounts were mostly in stocks (85%) and funds (12%). Its reported 13F holdings for the quarter ended 30 June 2026 total $409M across 214 positions; the largest are iShares TR (5.9%), iShares TR (5.3%) and iShares TR (3.8%).
What the accounts hold
- Stocks85%
- Funds12%
- Bonds1%
- Cash2%
Reported 13F holdings
- $409M
- Reported 13F value
- 214
- Positions
- 33.5%
- In the 10 largest
- +8.2%
- Value vs. prior quarter
- iShares TR · Trs Flt RT BD5.9%
- iShares TR · S&P 500 Grwt ETF5.3%
- iShares TR · S&P MC 400gr ETF3.8%
- iShares TR · 1 3 YR Treas BD3.5%
- Vanguard Intl Equity Index F · Allwrld EX US3.3%
- Janus Detroit Str TR · Hendrson Aaa CL2.5%
- Apple Inc.2.4%
- Vanguard Index Fds · SM CP Val ETF2.3%
- iShares TR · Eafe Sml CP ETF2.2%
- iShares U S ETF TR · Shor Dura BD ETF2.2%
Together, the ten largest are 33.5% of reported value.
How many clients does Ifrah Financial Services have?
Ifrah Financial Services has 598 clients and manages $489 million for them, as of September 2026. They include 406 individual clients, 149 high-net-worth individuals, and 38 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 September 2026
What services does Ifrah Financial Services offer?
Ifrah Financial Services provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, publishing newsletters, estate planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Ifrah Financial Services charge?
Ifrah Financial Services charges 1.00%–1.50% a year for its Investment supervisory services. The fee is billed in advance and is negotiable.
How many financial advisors does Ifrah Financial Services have?
Ifrah Financial Services has 9 investment adviser representatives registered with state securities authorities, out of 14 employees, and 9 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Ifrah Financial Services invest in?
At the end of its last fiscal year, Ifrah Financial Services’ separately managed accounts held 85% exchange-traded equities, 12% registered funds (mutual funds, ETFs, BDCs), 2% cash and equivalents and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Ifrah Financial Services?
Ifrah Financial Services’ direct owners are Patrick (Aka Patrice) Ifrah, Stephen Desalvo, Robert Harris and Micah Brown, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 30 September 2026
How does Ifrah Financial Services get paid?
Ifrah Financial Services is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Ifrah Financial Services registered with the SEC?
Yes, Ifrah Financial Services has been registered with the SEC as an investment adviser since 29 November 2005. Its CRD number is 136925 and its SEC file number is 801-64962.
Source: Form ADV Part 1A, Item 1, filed 30 September 2026; IAPD firm record
How do I contact Ifrah Financial Services?
Ifrah Financial Services’ main office is at 17300 Chenal Parkway, Suite 150, Little Rock, AR 72223-5876. Its phone number is 501-821-7733. Its website is ifrahfinancial.com.