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MCQUEEN FINANCIAL ADVISORS II, INC.
CRD 109325File 801-57400
APPROVED
Retail clients
Filing as of Mar 25, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 53 | 50 | decreased by3 |
| Apr 1, 2026 | Clients | 118 | 123 | increased by5 |
| Apr 1, 2026 | AUM | $10,092,382,158 | $10,093,855,538 | increased by$1,473,380 |
| Apr 1, 2026 | Accounts | 211 | 215 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 39 | 53 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 89 | 118 | increased by29 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $12,809,582,234 | $10,092,382,158 | decreased by$2,717,200,076 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 89 | 211 | increased by122 |
| Apr 1, 2022 | Employees | 38 | 39 | increased by1 |
| Apr 1, 2022 | Clients | 93 | 89 | decreased by4 |
| Apr 1, 2022 | AUM | $7,845,774,694 | $12,809,582,234 | increased by$4,963,807,540 |
| Apr 1, 2022 | Accounts | 93 | 89 | decreased by4 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MCQUEEN FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MCQUEEN FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.