Wealth Manager
    SEC Registered

    McQueen Financial Advisors II, Inc.

    Registered investment advisor · Clawson, Michigan · CRD #109325

    Assets Under Management
    $10.1B
    Client Accounts
    215
    Employees
    50
    CRD Number
    109325
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About McQueen Financial Advisors II, Inc.

    McQueen Financial Advisors is a nationwide investment advisory firm based in Clawson, Michigan, established in 1999. The firm, registered as McQueen Financial Advisors II, Inc., is dedicated to serving financial institutions across the United States, including banks, credit unions, and non-profits. It emphasizes a client-first approach, providing personalized and results-oriented financial advisory services. The firm offers a range of services, including investment portfolio management, asset l

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for McQueen Financial Advisors II, Inc.

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    Frequently Asked Questions

    What is McQueen Financial Advisors II, Inc.'s AUM?

    McQueen Financial Advisors II, Inc. reports approximately $10.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is McQueen Financial Advisors II, Inc. headquartered?

    McQueen Financial Advisors II, Inc. is headquartered in Clawson, Michigan.

    What is McQueen Financial Advisors II, Inc.'s CRD number?

    McQueen Financial Advisors II, Inc.'s CRD number is 109325. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does McQueen Financial Advisors II, Inc. manage?

    McQueen Financial Advisors II, Inc. manages approximately 215 client accounts according to its latest SEC filing.

    Is McQueen Financial Advisors II, Inc. SEC registered?

    Yes, McQueen Financial Advisors II, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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