MCQUEEN FINANCIAL ADVISORS II, INC.
CRD #109325 SEC #801-57400 CLAWSON, MI 248-548-8400
SEC Registered
Total AUM
$10.1B
Discretionary
$204.5M
Employees
53
Clients
--
Accounts
211
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $10.1B | $204.5M | $9.9B | 53 | 0 |
| Mar 2024 | $11.6B | $86M | $11.5B | 50 | 0 |
| Mar 2024 | $11.6B | $86M | $11.5B | 50 | 0 |
| Mar 2024 | $11.6B | $86M | $11.5B | 50 | 0 |
| Sep 2023 | $11.8B | $69.6M | $11.7B | 50 | 0 |
| Mar 2023 | $11.8B | $69.6M | $11.7B | 49 | 0 |
| Dec 2022 | $12.8B | $33.6M | $12.8B | 39 | 0 |
| Sep 2022 | $12.8B | $33.6M | $12.8B | 39 | 0 |
| Mar 2022 | $12.8B | $33.6M | $12.8B | 39 | 0 |
| May 2021 | $7.8B | $3.1M | $7.8B | 38 | 0 |
| Mar 2021 | $7.8B | $3.1M | $7.8B | 38 | 0 |
| Oct 2020 | $4.9B | $3.1M | $4.9B | 32 | 0 |
| Jul 2020 | $4.9B | $3.1M | $4.9B | 32 | 0 |
| Mar 2020 | $4.9B | $3.1M | $4.9B | 32 | 0 |
| Mar 2019 | $4.2B | $2.6M | $4.2B | 24 | 0 |
| Dec 2018 | $4.1B | $2.8M | $4.1B | 18 | 0 |
| Nov 2018 | $4.1B | $2.8M | $4.1B | 18 | 0 |
| Feb 2018 | $4.1B | $2.8M | $4.1B | 18 | 0 |
| Feb 2017 | $3.7B | $2.5M | $3.7B | 14 | 26 |
| Oct 2016 | $3.6B | $2.3M | $3.6B | 12 | 26 |
| Jan 2016 | $3.6B | $2.3M | $3.6B | 12 | 26 |
| Feb 2015 | $4B | $3.6M | $4B | 9 | 26 |
| Feb 2014 | $4.1B | $4.3M | $4.1B | 8 | 26 |
| Jan 2013 | $3B | $4.2M | $3B | 8 | 26 |
| Apr 2012 | $2.2B | $4.3M | $2.2B | 6 | 26 |
| Mar 2012 | $2.2B | $2.2B | $4.3M | 6 | 26 |
| Mar 2011 | $1.7B | $4.5M | $1.7B | 10 | -- |
| Sep 2010 | $1.2B | $5M | $1.2B | 10 | -- |
| May 2010 | $1.2B | $5M | $1.2B | 10 | -- |
| Jan 2010 | $1.2B | $5M | $1.2B | 10 | -- |
| Aug 2007 | $503.8M | $9.5M | $494.3M | 5 | -- |
| Jan 2007 | $503.8M | $9.5M | $494.3M | 5 | -- |
| Jan 2006 | $405.1M | $9.1M | $395.9M | 5 | -- |
| Jan 2005 | $456M | $9.7M | $446.3M | 5 | -- |
| Jan 2005 | $432.1M | $11.6M | $420.5M | 5 | -- |
| Dec 2004 | $432.1M | $11.6M | $420.5M | 5 | -- |
DateMar 2025
Total AUM$10.1B
Discretionary$204.5M
Non-Disc.$9.9B
Employees53
Clients0
DateMar 2024
Total AUM$11.6B
Discretionary$86M
Non-Disc.$11.5B
Employees50
Clients0
DateMar 2024
Total AUM$11.6B
Discretionary$86M
Non-Disc.$11.5B
Employees50
Clients0
DateMar 2024
Total AUM$11.6B
Discretionary$86M
Non-Disc.$11.5B
Employees50
Clients0
DateSep 2023
Total AUM$11.8B
Discretionary$69.6M
Non-Disc.$11.7B
Employees50
Clients0
DateMar 2023
Total AUM$11.8B
Discretionary$69.6M
Non-Disc.$11.7B
Employees49
Clients0
DateDec 2022
Total AUM$12.8B
Discretionary$33.6M
Non-Disc.$12.8B
Employees39
Clients0
DateSep 2022
Total AUM$12.8B
Discretionary$33.6M
Non-Disc.$12.8B
Employees39
Clients0
DateMar 2022
Total AUM$12.8B
Discretionary$33.6M
Non-Disc.$12.8B
Employees39
Clients0
DateMay 2021
Total AUM$7.8B
Discretionary$3.1M
Non-Disc.$7.8B
Employees38
Clients0
DateMar 2021
Total AUM$7.8B
Discretionary$3.1M
Non-Disc.$7.8B
Employees38
Clients0
DateOct 2020
Total AUM$4.9B
Discretionary$3.1M
Non-Disc.$4.9B
Employees32
Clients0
DateJul 2020
Total AUM$4.9B
Discretionary$3.1M
Non-Disc.$4.9B
Employees32
Clients0
DateMar 2020
Total AUM$4.9B
Discretionary$3.1M
Non-Disc.$4.9B
Employees32
Clients0
DateMar 2019
Total AUM$4.2B
Discretionary$2.6M
Non-Disc.$4.2B
Employees24
Clients0
DateDec 2018
Total AUM$4.1B
Discretionary$2.8M
Non-Disc.$4.1B
Employees18
Clients0
DateNov 2018
Total AUM$4.1B
Discretionary$2.8M
Non-Disc.$4.1B
Employees18
Clients0
DateFeb 2018
Total AUM$4.1B
Discretionary$2.8M
Non-Disc.$4.1B
Employees18
Clients0
DateFeb 2017
Total AUM$3.7B
Discretionary$2.5M
Non-Disc.$3.7B
Employees14
Clients26
DateOct 2016
Total AUM$3.6B
Discretionary$2.3M
Non-Disc.$3.6B
Employees12
Clients26
DateJan 2016
Total AUM$3.6B
Discretionary$2.3M
Non-Disc.$3.6B
Employees12
Clients26
DateFeb 2015
Total AUM$4B
Discretionary$3.6M
Non-Disc.$4B
Employees9
Clients26
DateFeb 2014
Total AUM$4.1B
Discretionary$4.3M
Non-Disc.$4.1B
Employees8
Clients26
DateJan 2013
Total AUM$3B
Discretionary$4.2M
Non-Disc.$3B
Employees8
Clients26
DateApr 2012
Total AUM$2.2B
Discretionary$4.3M
Non-Disc.$2.2B
Employees6
Clients26
DateMar 2012
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$4.3M
Employees6
Clients26
DateMar 2011
Total AUM$1.7B
Discretionary$4.5M
Non-Disc.$1.7B
Employees10
Clients--
DateSep 2010
Total AUM$1.2B
Discretionary$5M
Non-Disc.$1.2B
Employees10
Clients--
DateMay 2010
Total AUM$1.2B
Discretionary$5M
Non-Disc.$1.2B
Employees10
Clients--
DateJan 2010
Total AUM$1.2B
Discretionary$5M
Non-Disc.$1.2B
Employees10
Clients--
DateAug 2007
Total AUM$503.8M
Discretionary$9.5M
Non-Disc.$494.3M
Employees5
Clients--
DateJan 2007
Total AUM$503.8M
Discretionary$9.5M
Non-Disc.$494.3M
Employees5
Clients--
DateJan 2006
Total AUM$405.1M
Discretionary$9.1M
Non-Disc.$395.9M
Employees5
Clients--
DateJan 2005
Total AUM$456M
Discretionary$9.7M
Non-Disc.$446.3M
Employees5
Clients--
DateJan 2005
Total AUM$432.1M
Discretionary$11.6M
Non-Disc.$420.5M
Employees5
Clients--
DateDec 2004
Total AUM$432.1M
Discretionary$11.6M
Non-Disc.$420.5M
Employees5
Clients--