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FREEDOM DAY SOLUTIONS, LLC
CRD 138962 · SEC 801-66190
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 251 | $77.9M |
| High net worth individuals | 170 | $537.4M |
States served
CA, GA, ID, LA, NY, OR, SC, UT, TX, FL
All web addresses on file
- HTTPS://WWW.FACEBOOK.COM/KRUEGERCATALANOROI
- HTTPS://TWITTER.COM/RYANKRUEGERROI
- HTTPS://KC-ROI.COM
- HTTP://WWW.FREEDOMDAYSOLUTIONS.COM
- HTTP://WWW.KRUEGERCATALANO.COM
- https://www.linkedin.com/company/freedom-day-solutions
- https://www.youtube.com/channel/UCP0H9OqFTDealnETx92JqiA
- https://www.facebook.com/freedomdaysolutions/
- https://www.instagram.com/freedomdaysolutions/
- HTTP://WWW.LINKEDIN.COM/COMPANY/KRUEGER-&-CATALANO-CAPITAL-PARTNERS-LLC
Official SEC filing: View on IAPD