Succession Financial, Inc
Succession Financial, Inc is an SEC-registered wealth manager in Mckinney, TX with $210.3M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Succession Financial, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 336434, SEC 801-133743, data through 2026-04-24.
- AUM (assets under management / regulatory AUM)
- $210.3M (2026-04-24)
- Firm type
- Wealth Manager
- Location
- Mckinney, TX
- Employees
- 6
- Clients
- 173
- CRD
- 336434
- Ownership
- BRIDGMAN, BARBARA, J; WOLFE, ERIC, EDWARD
How much AUM does Succession Financial, Inc have?
Succession Financial, Inc reported $210.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-24).
Who owns Succession Financial, Inc?
Disclosed owners and executives of Succession Financial, Inc include BRIDGMAN, BARBARA, J, WOLFE, ERIC, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.