Mcqueen Financial Advisors Ii, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Clawson, MI. Its latest Form ADV filing, dated March 25, 2026, reports $10.1B in regulatory assets under management, 50 employees, and 215 accounts.
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentBanks represent 84.6% of total clients.
Top client categories% of clientsClients
1
Banks
84.6%
104
2
Individuals
13.8%
17
3
HNWI
1.6%
2
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$10.1Bas of March 25, 2026
Discretionary2.5%
$253M
3% of total RAUM2.5%
Non-discretionary97.5%
$9.8B
97% of total RAUM97.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$10.1B
Total Accounts215
10Y AUM Change+$6.4B (+174.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees50
Clients per Employee2:1
10Y Employee Change+36 (+257.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.