Key facts
- SUCCESSION FINANCIAL, INC is a other based in MCKINNEY, TX.
- SUCCESSION FINANCIAL, INC reports $675K in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 336434- Regulatory AUM
- $675K
- Private fund assets
- —
- Private funds
- —
- Staff
- 6
- Registered office
- MCKINNEY, TX
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as SUCCESSION FINANCIAL, INC.).
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Portfolio
Portfolio — not yet on record
No portfolio companies for SUCCESSION FINANCIAL, INC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is SUCCESSION FINANCIAL, INC's AUM?
- SUCCESSION FINANCIAL, INC manages approximately $675K in assets.