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MCQUEEN FINANCIAL ADVISORS II, INC.

Business and Investment Profile

The MCQUEEN FINANCIAL ADVISORS II, INC. is a privately held investment adviser that advises $10.09Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. MCQUEEN FINANCIAL ADVISORS II, INC. is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 28.65% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 26.36 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1239 ANDERSON ROAD, CLAWSON, MICHIGAN. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 50 employees comprised of 17 investment and 33 non-investment staff. The total number of Employees increased by 31.58% over the last 5-years.

Asset Profile

Their $10.09Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 104 other accounts. Assets of Banking of Thrift Institutions clients own $10.07Bn or 99.77% of Total Assets and High Net Worth Individuals own $12.4mn or 0.12% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 3 types of clients, top clients are Banking of Thrift Institutions and High Net Worth Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees, management fees and performance-based fees.

Sub-Advisers

MCQUEEN FINANCIAL ADVISORS II, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: MCQUEEN FINANCIAL ADVISORS II, INC.

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Keywords: Mcqueen Financial Advisors II, Mcqueen
Generated 2026-09-12T06:48:05.7863753.  © 2026 Convergence.