Updated:
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...
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 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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: