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Home > Retirement Planners > michigan > clawson > MCQUEEN FINANCIAL ADVISORS II, INC.
MCQUEEN FINANCIAL ADVISORS II, INC.
1239 Anderson Road
Clawson, Michigan 48017
Tel: 248-548-8400
About MCQUEEN FINANCIAL ADVISORS II, INC.
MCQUEEN FINANCIAL ADVISORS II, INC, formally registered with the SEC as MCQUEEN FINANCIAL ADVISORS II, INC. The firm was established in 03/27/2000. They have over 1 offices throughout the country.
MCQUEEN FINANCIAL ADVISORS II, INC. is a Clawson, Michigan based Financial Planning firm with nearly $11,794,814,698 assets under management, offering retirement planning & investment advisory services to 145 clients. The firm is staffed with 50 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 109325 |
| SEC# | 801-57400 |
| Assets Managed by Firm | $11,794,814,698 |
| No. of Clients | 145 |
| No. of Advisors | 50 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Performance Based
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 145 | $11,794,814,698 |
| Individuals (other than high net worth individuals) | 9 | $3,044,720 |
| High net worth individuals | Fewer than 5 clients | $1,945,927 |
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|---|---|---|---|
| $222,731,514,408 | 132 | 176 | |
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| $17,421,295,183 | 82 | 64 | |
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