MCQUEEN FINANCIAL ADVISORS II, INC.

Overview

Mcqueen Financial Advisors II, Inc. is a corporate investment adviser that has been SEC-registered since 2000 and operates under an individual ownership structure. The firm’s portfolio posture is heavily weighted to fixed income, with a clear preference for U.S. government bonds as its dominant allocation. That position suggests a client mandate focused on capital preservation, liquidity and duration management rather than aggressive equity beta or high turnover equity strategies. The business serves both individual and family clients and institutional accounts, providing portfolio management for individuals, small businesses and larger business or institutional clients. Its fee schedule is flexible, including percentage-of-AUM charges alongside hourly, fixed-fee and performance-based arrangements, which points to a mix of relationship types—from advisory retainers and project work to arrangements tied to investment outcomes. Mcqueen Financial Advisors II, Inc. maintains a largely non-discretionary relationship with the bulk of assets, implying the firm commonly acts in an advisory capacity where clients retain final trading authority or prefer directed mandates. The firm is not an active ESG investor and is not registered as a multi-state adviser.

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