SUCCESSION FINANCIAL, INC.
Doing business as SUCCESSION FINANCIAL, INC. SEC Form ADV profile.
Total regulatory AUM
$210,297,733
Discretionary
$210,297,733
Non-discretionary
$0
Firm details
- CRD number
- 336434
- SEC file number
- 801-133743
- Main office
- MCKINNEY, TX, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.