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| Happy Holidays!! thanks for using AUM13F!! |
| McQueen Financial Advisors II Inc
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| CRD # | 109325 |
| SEC # | 801-57400 |
| CIK # | |
| AUM | $10.1 B (2025-03-26) |
| Employees | 53 (30% Investors, 4% Brokers) |
| Phone | 248-548-8400 |
| Address | 1239 Anderson Road Clawson, MI 48017 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 0.0 |
| (b) Individuals (high net worth individuals) | 2 | 0.0 |
| (c) Banking or thrift institutions | 100 | 10.1 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 211 | 10.1 |
| By Discretionary | ||
| Discretionary | 112 | 0.2 |
| Non-Discretionary | 99 | 9.9 |
| Total | 211 | 10.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 10.1 | |
| Total | 211 | 10.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
James Hambro & Partners LLP
✚
|
10.6 | |
|
CSM Advisors LLC
✚
|
PA | 10.3 |
|
Invesco Asset Management India PVT Ltd
✚
|
10.3 | |
|
Kestra Private Wealth Services LLC
✚
|
TX | 10.2 |
|
Mission Wealth Management LP
✚
|
CA | 10.0 |
|
Concurrent Investment Advisors LLC
✚
|
FL | 9.9 |
|
Aptus Capital Advisors LLC
✚
|
AL | 9.9 |
|
Prospera Financial Services Inc
✚
|
TX | 9.8 |
|
Agincourt Capital Management LLC
✚
|
VA | 9.7 |
|
Heck Capital Advisors LLC
✚
|
WI | 9.7 |