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SUCCESSION FINANCIAL, INC

SUCCESSION FINANCIAL, INC.

CRD 336434 · SEC 801-133743

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300 E. DAVIS STREET, STE. 152, MCKINNEY, TX, 75069, United States

Phone

214-334-6261

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$210.3M

Discretionary AUM

$210.3M

Team

6 total employees; 3 advisory reps; 2 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-04-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals111$41.9M
High net worth individuals62$168.4M

States served

IL, OH, TX, CT

All web addresses on file

Official SEC filing: View on IAPD