McQueen Financial Advisors II, Inc.
● SEC registered since 2000CRD 109325SEC# 801-57400Clawson, MI
Reg. AUM
$10.09B
Employees
50
Accounts
215
Location
Clawson, MI
About McQueen Financial Advisors II
McQueen Financial Advisors specializes in services for financial institutions, including investment management, ALM and liquidity analysis, transaction advisory, and wealth management. It offers bank and credit union investment management plus strategic planning support.
Summary based on the firm’s website.
McQueen Financial Advisors II, Inc. assets under management
McQueen Financial Advisors II, Inc. is an investment advisory firm registered with the SEC based in Clawson, MI. The firm has been registered since 2000. It reports $10.1 billion in regulatory assets under management and employs 50 people.
McQueen Financial Advisors II, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Nelson McQueen Control | President & Ceo | 50-75% | 1999 |
| Charles Nelson McQueen Control | Chief Compliance Officer | 50-75% | 2021 |
| Craig Michael Sicilia Control | Managing Director | 25-50% | 2006 |
Frequently asked questions
How much does McQueen Financial Advisors II, Inc. manage?
McQueen Financial Advisors II, Inc. reports $10.1 billion in regulatory assets under management on its Form ADV.
How many employees does McQueen Financial Advisors II, Inc. have?
McQueen Financial Advisors II, Inc. reports 50 employees.
Where is McQueen Financial Advisors II, Inc. located?
McQueen Financial Advisors II, Inc. is based in Clawson, MI and has been SEC-registered since 2000.
Does McQueen Financial Advisors II, Inc. disclose fund performance?
McQueen Financial Advisors II, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1239 Anderson Road, Clawson, MI 48017 |
| Phone | 248-548-8400 |
| Office hours | 8:30a.m. To 4:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$10.09BNo change
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 8%
Larger than 92% of 16,369 advisers
EmployeesTop 12%
More than 88% of 16,804 advisers
Assets under management
$10.09Bregulatory AUM
Discretionary $252.7MNon-discretionary $9.84B