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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 20, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRIDGMAN, BARBARA, J | I | DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BRIDGMAN, BARBARA, J | I | DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BRIDGMAN, BARBARA, J | I | DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BRIDGMAN, BARBARA, J | I | DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | D | Control |
| BRIDGMAN, BARBARA, J | I | DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | D | Control |
| BRIDGMAN, BARBARA, J | I | DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | D | Control |
| BRIDGMAN, BARBARA, J | I | DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | D | Control |
| WOLFE, ERIC, EDWARD | I | MANAGING PRINCIPAL | D | Control |
| WOLFE, ERIC, EDWARD | I | MANAGING PRINCIPAL | D | Control |
| WOLFE, ERIC, EDWARD | I | MANAGING PRINCIPAL | D | Control |
| WOLFE, ERIC, EDWARD | I | MANAGING PRINCIPAL | D | Control |
| WOLFE, ERIC, EDWARD | I | MANAGING PRINCIPAL | D | Control |
| WOLFE, ERIC, EDWARD | I | MANAGING PRINCIPAL | D | Control |
| WOLFE, ERIC, EDWARD | I | MANAGING PRINCIPAL | D | Control |
Registrations
Federal
IA
Oct 20, 2025 REGISTERED
Notice Filings (4)
CT IL OH TX
Address
300 E. DAVIS STREETSTE. 152
MCKINNEY, TX 75069
United States
Phone: 214-334-6261