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Building 2SUCCESSION FINANCIAL, INC

Map pinMCKINNEY, TX
Phone214-334-6261
NotebookSEC #801-133743
Total AUM
$210.3M
Employees
6
Clients
174

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 E. DAVIS STREET
STE. 152
MCKINNEY
TX 75069
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
214-334-6261
Other Offices
2

ReceiptFinancials

Total AUM
$210.3M
Accounts
174
Discretionary
$210.3M
Accounts
174
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
111
AUM
$41.9M
HNW Individual Clients
62
AUM
$168.4M
Charitable Organization Clients
1
AUM
$82.2K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTILOHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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