Legacy & Succession
A location of Legacy & Succession
View companyRevenue, profit and value are for the whole company, on its page.
In Memoriam
Founder · source
What we know
No PPP loan
No 401(k) filing
No reported financials
Company website
Owner named
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Legacy & Succession this business | — | — |
| The First State Bank Oklahoma City | $3.8M | 0.0 mi |
| Midwest Community Financial Oklahoma City | $1.9M | 0.1 mi |
| IBC Bank Oklahoma City | $1.9M | 0.2 mi |
| Central Bank Oklahoma City | $11.5M | 0.3 mi |
| Marco Capital Group Oklahoma City | $1.9M | 0.4 mi |
| InterBank Oklahoma City | $369.1M | 0.4 mi |
The full calculation
| Revenue range | — – — |
| EBITDA range | — – — |
| Industry (NAICS) | Depository credit intermediation (5221) |
Benchmarks: US Economic Census 2022, OK. PPP loans were sized on 2019–2020 payroll, so figures reflect that period. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology
People & advisors
“For over three generations, our team of family wealth advisors have been working alongside families and business owners to bring clarity to complex decisions.”
From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Legacy & Succession
Legacy & Succession is a banks & credit unions company in Oklahoma City, Oklahoma, in business since 2022. It is owned by In Memoriam (Founder). It is a location of Legacy & Succession.
Common questions
- Who owns Legacy & Succession?
- Legacy & Succession is owned by In Memoriam (Founder), according to public sources such as the company's website or filings.
- When was Legacy & Succession founded?
- Legacy & Succession has been in business since 2022.