Freedom Day Solutions, LLC
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 138962
- Registered since
- January 27, 2006
- Website
- freedomdaysolutions.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Subscription Fees, Fixed Fees
- Client types
- HNWI87.34%
- Individuals12.66%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Freedom Day Solutions, LLC is an independent RIA organized as an LLC that serves individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm is registered with the SEC and has been SEC-registered since 2006. Its business mix includes advisory services and insurance brokerage. Fee arrangements include percentage-of-assets, subscription fees, and fixed fees. The firm is not positioned as a capital allocator and does not describe itself as an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities38%
- Public Funds/Mutual Funds26%
- State & Local Bonds21%
- US Government Bonds10%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$256M in ETFs
37%
$94.6M
63%
$161M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FREEDOM DAY DIVIDEND ETF (MBOX) | Active | Large Value | $129M | 3,227,505 | 50.42% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 8401 Westview Dr
- Time zone
- CT (UTC-6)
- Office locations
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