SUCCESSION FINANCIAL, INC.
Legal name: SUCCESSION FINANCIAL, INC
CRD #336434 SEC #801-133743 MCKINNEY, TX 214-334-6261
SEC Registered
Total AUM
$209.7M
Discretionary
$209.7M
Employees
3
Clients
0
Accounts
651
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $209.7M | $209.7M | $0 | 3 | 0 |
DateOct 2025
Total AUM$209.7M
Discretionary$209.7M
Non-Disc.$0
Employees3
Clients0