Mcqueen Financial Advisors II, Inc.
Firm details
- Headquarters
- Clawson, Michigan
- CRD number
- 109325
- Registered since
- March 27, 2000
- Website
- m-f-a.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- Banking / Thrift Institutions99.77%
- HNWI0.12%
- Individuals0.1%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Mcqueen Financial Advisors II, Inc. is an SEC-registered institutional RIA that has been operating since 2000. The firm is owned by an individual and serves both high-net-worth individuals/families and institutional clients. Its advisory scope centers on portfolio management for individuals and small businesses as well as for businesses or institutional accounts. Mcqueen offers a mix of fee arrangements — percentage of AUM, hourly billing, fixed fees and performance-based fees — and is not positioned as an ESG investor, a pension consultant, or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds66%
- State & Local Bonds12%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents9%
- Exchange Traded Equities1%
Owners & executives
2 of 2
Charles Mcqueen
President, CEOCRD 2462295
Craig Sicilia
Chief Investment Officer and Managing DirectorCRD 2063205
Contacts
2 of 2Rebecca Gersonde
Investment AdvisorCRD 5036093
Perry Gaddis
Investment Adviser RepresentativeCRD 7796056
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Clawson, MI
Oakland
Location
Clawson, MI
Headquartered in Clawson, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 1239 Anderson Rd
- Time zone
- ET (UTC-5)
- Office locations
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