Ifrah Financial Services, Inc.
- Regulatory AUM
- $489M
- Discretionary
- $442M
- Clients
- 598
- Avg AUM / client
- $818K
- Accounts
- 1,432
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 406 | $108M | 22.0% |
| High net worth individuals | 149 | $334M | 68.4% |
| Pension and profit sharing plans | 38 | $44.5M | 9.1% |
| Corporations and other businesses | 5 | $2.4M | 0.49% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Micah Harley Brown | Principal And Owner | CFP | Nov 2005 (21y) | 25% – 50% |
| Patrick (Aka Patrice) Ifrah | President/Chief Compliance Officer | Nov 2005 (21y) | 25% – 50% | |
| Robert Elbert Harris | Principal And Owner | CFP | Nov 2005 (21y) | 10% – 25% |
| Stephen Henry Desalvo | Principal And Owner | CFP | Nov 2005 (21y) | 25% – 50% |
| Douglas Jackson Spencer | Registered representative | CFP | Feb 2006 (21y) | |
| Francis Matthew Kelly | Registered representative | CFP | Feb 2006 (21y) | |
| James Charles Erwin | Registered representative | Feb 2006 (21y) | ||
| John Kevin Kelly | Registered representative | CFP | Feb 2006 (21y) | |
| Kyle Anthony Pitts | Registered representative | CFP | Feb 2006 (21y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/03/2026 | 966 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 03, 2026.
View current Form ADV (SEC/IAPD) ↗