Ifrah Financial Services, Inc.
Ifrah Financial Services, Inc. is an SEC-registered investment adviser based in Little Rock, Arkansas, founded in 2005. The firm provides fee-only wealth management and financial advisory services to individuals, families, trusts, businesses, and pension plans. As of early 2025, they manage over $400 million in assets for approximately 600 client accounts, including high net worth individuals and pension/profit sharing plans. The firm employs around 14 people and aims to help clients understand and manage financial risk through objective advice and personal attention.
Investment Strategy
Ifrah Financial Services adopts a fee-only, client-centric investment advisory approach. Their investment philosophy focuses on understanding client risk tolerance, providing objective advice, and managing portfolios tailored to the unique goals of individuals, high net worth clients, and pensions. The firm supervises investments, utilizes model portfolios, and offers comprehensive financial planning. They also have activity in private real estate, but primarily serve discretionary managed accounts with diversified holdings.
Top Holdings
Equity Positions (202)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TFLO | ISHARES TR | 6.70% | $25.8M | 510,776 | $50.41 | $50.59 | +$302.8K |
I IVW | ISHARES TR | 5.55% | $21.4M | 177,269 | $27.70 | $120.72 | +$1.4M |
A AAPL | APPLE INC | 5.02% | $19.4M | 76,067 | $36.61 | $254.63 | +$3.7M |
I IJK | ISHARES TR | 3.55% | $13.7M | 142,994 | $44.25 | $95.89 | +$639.6K |
S SHY | ISHARES TR | 3.23% | $12.5M | 150,319 | $84.19 | $82.96 | +$156.7K |