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FREEDOM DAY SOLUTIONS, LLC
8401 Westview Drive
Houston, Texas 77055
Tel: 713-784-3878
About FREEDOM DAY SOLUTIONS, LLC
FREEDOM DAY SOLUTIONS, LLC, formally registered with the SEC as FREEDOM DAY SOLUTIONS, LLC. The firm was established in 01/27/2006. They have over 3 offices throughout the country.
FREEDOM DAY SOLUTIONS, LLC is a Houston, Texas based Financial Planning firm with nearly $422,931,342 assets under management, offering retirement planning & investment advisory services to 1253 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 138962 |
| SEC# | 801-66190 |
| Assets Managed by Firm | $422,931,342 |
| No. of Clients | 1253 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Subscription fees
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1253 | $422,931,342 |
| Individuals (other than high net worth individuals) | 268 | $81,787,758 |
| High net worth individuals | 134 | $341,143,584 |
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