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MCQUEEN FINANCIAL ADVISORS II, INC.
CRD 109325File 801-57400
APPROVED
Retail clients
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$10.09B
Top 10% of cohort (national)
Discretionary AUM
$252.7M
Non-discretionary $9.84B
Clients
123
215 accounts
Employees
50
Top 10% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 27, 2000
- Principal office
- 1239 ANDERSON ROAD, CLAWSON, MI, 48017
- Phone
- 248-548-8400
- Website
- HTTP://WWW.M-F-A.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $10.09B
- Discretionary AUM
- $252.7M
- Non-discretionary AUM
- $9.84B
- Discretionary accounts
- 121
- Non-discretionary accounts
- 94
- Total accounts
- 215
- AUM per client
- $82.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $12.4M |
| Banking or thrift institutions | 104 | $10.07B |
| Individuals (other than high net worth individuals) | 17 | $10.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.