SUCCESSION FINANCIAL, INC. of MCKINNEY, TX is an SEC-registered investment adviser (CRD 336434). Regulatory assets under management: $210.3M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Eric Edward Wolfe | MANAGING PRINCIPAL | — |
| Barbara J Bridgman | DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 469-884-1956 |
| — | — | 1 | 214-334-6261 |