Mcqueen Financial Advisors Ii, Inc
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Overview
Mcqueen Financial Advisors Ii, Inc operates as a financial advisory company based in Clawson, Michigan. The firm oversees $11.8 billion in assets under management across 145 client accounts, placing it among the biggest firms in the United States by assets under management (AUM). The firm has an average-sized team, including 15 financial advisors. Mcqueen Financial Advisors Ii, Inc does not act as a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable financial assets like stocks, bonds and options.
Mcqueen Financial Advisors Ii, Inc manages 40 of the firm's accounts on a discretionary basis. Discretionary management means that an investment advisor makes transaction choices for the client's account without requiring client permission. It also oversees 105 non-discretionary accounts totaling $11.7 billion in assets under management. The advisory firm oversees about $81.3 million for every client account. An average advisor at Mcqueen Financial Advisors Ii, Inc manages about ten client accounts, making it one of the more personalized advisor firms in the country.
The company's headquarters is at 1239 Anderson Road, Clawson, Michigan 48017. The firm is allowed to serve clients in the state of Michigan.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Mcqueen Financial Advisors Ii, Inc by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$11.8 billion
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
49
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
145
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$81.3 million
Fee Structure
A financial advisor's fees largely depend on which services are offered. However, fees charged by Mcqueen Financial Advisors Ii, Inc likely are comprised of the following fee types: asset-based, hourly, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm provides services to retail investors and banking institutions. Out of its 145 customers, Mcqueen Financial Advisors Ii, Inc's biggest client type by number of accounts is banking institutions. None of its accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 6.98%
- Corporations - 93.02%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Mcqueen Financial Advisors Ii, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Mcqueen Financial Advisors Ii, Inc
Clawson, MI
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