Overview
Assets Under Management: $569 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 150
Average Client Assets: $3 million
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