MCQUEEN FINANCIAL ADVISORS II, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $10.09B |
| Discretionary | $252.7M3% of AUM |
| Non-Discretionary | $9.84B |
| Client Accounts | 215 |
| Avg Account Size | $46.9M |
| Employees | 50 |
| Peak AUM | $12.81BMar 2022 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $10.1B | +0.0% | 5.1% | +5.2% | |
| Discretionary AUM | $253M | ||||
Key Metrics
| Total AUM | $10.09B |
| Discretionary | $252.7M |
| Employees | 50 |
| Client Accounts | 215 |
Contact & Location
Address
1239 ANDERSON ROAD
CLAWSON MI 48017
Phone
248-548-8400
Filing History
46 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed FeesPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$253M
2.5% of AUM
Non-Discretionary
$9.8B
97.5% of AUM
Disc. mix ▲ 0.5pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported