Overview
Assets Under Management: $569 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 150
Average Client Assets: $3 million
Frequently Asked Questions
FREEDOM DAY SOLUTIONS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #138962), FREEDOM DAY SOLUTIONS, LLC is subject to fiduciary duty under federal law.
FREEDOM DAY SOLUTIONS, LLC is headquartered in HOUSTON, TX.
FREEDOM DAY SOLUTIONS, LLC serves 150 high-net-worth clients according to their SEC filing dated March 26, 2025. View client details ↓
According to their SEC Form ADV, FREEDOM DAY SOLUTIONS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
FREEDOM DAY SOLUTIONS, LLC manages $569 million in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, FREEDOM DAY SOLUTIONS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 150
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.53
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,265
Discretionary Accounts: 897
Non-Discretionary Accounts: 368
Regulatory Filings
CRD Number: 138962
Filing ID: 1945597
Last Filing Date: 2025-03-26 12:26:00
Website: https://freedomdaysolutions.com