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| McQueen Financial Advisors II Inc
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|---|---|
| CRD # | 109325 |
| SEC # | 801-57400 |
| CIK # | |
| AUM | $11.6 BB (2024-03-27) |
| Employees | 50 (32% Investors, 4% Brokers) |
| Phone | 248-548-8400 |
| Address | 1239 Anderson Road Clawson, MI 48017 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 0.0 |
| (b) Individuals (high net worth individuals) | 2 | 0.0 |
| (c) Banking or thrift institutions | 97 | 11.6 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 178 | 11.6 |
| By Discretionary | ||
| Discretionary | 75 | 0.1 |
| Non-Discretionary | 103 | 11.5 |
| Total | 178 | 11.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 11.6 | |
| Total | 178 | 11.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Morningstar Investment Services LLC
✚
|
IL | 12.0 |
|
Westwood Management Corp
✚
|
TX | 11.9 |
|
Cooke & Bieler LP
✚
|
PA | 11.8 |
|
Polaris Capital Management LLC
✚
|
MA | 11.8 |
|
Fondsmaeglerselskabet MAJ Invest A/S
✚
|
11.7 | |
|
Guideline Inc
✚
|
CA | 11.7 |
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
✚
|
MA | 11.6 |
|
Cavanal Hill Investment Management Inc
✚
|
OK | 11.6 |
|
Sammons Financial Group Asset Management LLC
✚
|
IA | 11.4 |
|
Tidal Investments LLC
✚
|
WI | 11.3 |