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McQueen Financial Advisors II, Inc.

● SEC registered since 2000CRD 109325SEC# 801-57400Clawson, MI
Export (members)
Reg. AUM
$10.09B
Employees
53
Accounts
211
Location
Clawson, MI

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 53 people.
www.m-f-a.comView on SEC.gov ↗

McQueen Financial Advisors II, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Charles Nelson McQueen ControlPresident & Ceo50-75%1999
Charles Nelson McQueen ControlChief Compliance Officer50-75%2021
Craig Michael Sicilia ControlManaging Director25-50%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 53 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

Address1239 Anderson Road, Clawson, MI 48017
Phone248-548-8400
Office hours8:30a.m. To 4:30p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$204.5M
Non-discretionary$9.89B
Total (RAUM)$10.09B