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FREEDOM DAY SOLUTIONS, LLC

CRD 138962 · SEC 801-66190

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8401 WESTVIEW DRIVE, HOUSTON, TX, 77055, United States

Phone

713-784-3878

Fax

713-784-8023

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$615.3M

Discretionary AUM

$530.5M

Team

8 total employees; 4 advisory reps

Clients

51-100

Fees

Percentage of AUM; Subscription fees; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-01

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals251$77.9M
High net worth individuals170$537.4M

States served

CA, GA, ID, LA, NY, OR, SC, UT, TX, FL

All web addresses on file

Official SEC filing: View on IAPD