# McQueen Financial Advisors II

McQueen Financial Advisors II is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 109325
- **SEC file number:** 801-57400
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-25T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/109325

## About

MCQUEEN FINANCIAL ADVISORS II, INC. is an SEC-registered investment adviser in CLAWSON, MI, since 2000. The firm manages $10.1 billion in assets, with $253 million on a discretionary basis. It has 50 employees and 17 investment advisers.

## Questions

### Does the firm disclose a specific investment philosophy or strategy?

No specific strategy is publicly disclosed. The firm does not maintain a website or produce marketing materials that detail its approach. In the absence of direct disclosure, its strategy is inferred from its regulatory classification as a broad-based advisory practice covering financial planning and portfolio management for individuals and institutions.

### Can the firm custody client assets directly?

The firm's regulatory filings do not indicate direct custody of client assets. Most advisors of this type arrange for independent, qualified custodians—such as Charles Schwab, Fidelity, or Pershing—to hold client funds, while the advisor maintains discretionary or non-discretionary trading authority.

### What is the firm's regulatory history?

The firm's full regulatory history, including any disciplinary events or customer complaints, is publicly available through the SEC's Investment Adviser Public Disclosure (IAPD) database. A review of that record as of mid-2026 shows no publicly flagged disclosures beyond standard registration filings.

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Last updated: 2026-06-03T20:00:00.000Z

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