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SUCCESSION FINANCIAL, INC
Succession Financial, Inc. is an SEC-registered investment adviser in McKinney, TX, registered since 2025. The firm manages approximately $210 million in...
Overview
Succession Financial, Inc. is an SEC-registered investment adviser in McKinney, TX, registered since 2025. The firm manages approximately $210 million in regulatory assets. It has 6 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Corporate office
United States
Sector focus
Frequently asked questions
What geographic focus does SUCCESSION FINANCIAL, INC have?
The firm is US-based, with its headquarters located in the United States. Specific city or state is not publicly confirmed.
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