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| Keyboard |
| McQueen Financial Advisors II Inc
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|---|---|
| CRD # | 109325 |
| SEC # | 801-57400 |
| CIK # | |
| AUM | 10.09 B (2026-03-25) |
| Employees | 50 (34% Investors, 4% Brokers) |
| Phone | 248-548-8400 |
| Address | 1239 Anderson Road Clawson, MI 48017 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 0.0 |
| (b) Individuals (high net worth individuals) | 2 | 0.0 |
| (c) Banking or thrift institutions | 104 | 10.1 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 215 | 10.1 |
| By Discretionary | ||
| Discretionary | 121 | 0.3 |
| Non-Discretionary | 94 | 9.8 |
| Total | 215 | 10.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 10.1 | |
| Total | 215 | 10.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Parallel Advisors LLC
✚
|
CA | 10.31 B |
|
Bartlett & Co Wealth Management LLC
✚
|
OH | 10.25 B |
|
Callan Family Office LLC
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|
PA | 10.21 B |
|
Valmark Advisers Inc
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|
OH | 10.17 B |
|
Shepherd Kaplan LLC
✚
|
MA | 10.16 B |
|
Conrad Siegel Investment Advisors Inc
✚
|
PA | 10.12 B |
|
Openarc Corporate Advisory LLC
✚
|
GA | 10.09 B |
|
Agincourt Capital Management LLC
✚
|
VA | 9,950.3 M |
|
Plancorp LLC
✚
|
MO | 9,942.4 M |
|
River Road Asset Management LLC
✚
|
KY | 9,852.9 M |