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Building 2FREEDOM DAY SOLUTIONS, LLC

Map pinHOUSTON, TX
Phone713-784-3878
NotebookSEC #801-66190
Total AUM
$615.3M
Employees
8
Clients
421

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8401 WESTVIEW DRIVE
HOUSTON
TX 77055
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
713-784-3878
Other Offices
2

ReceiptFinancials

Total AUM
$615.3M
Accounts
1,324
Discretionary
$530.5M
Accounts
963
Non-Discretionary
$84.8M
Accounts
361

ContactClients

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Individual Clients
251
AUM
$77.9M
HNW Individual Clients
170
AUM
$537.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAIDLANYSCTXUT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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