Mcqueen Financial Advisors Ii, Inc.
- Regulatory AUM
- $10.1B
- Discretionary
- $253M
- Clients
- 123
- Avg AUM / client
- $82.1M
- Accounts
- 215
- Employees
- 50
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 17 | $10.5M | 0.1% |
| High net worth individuals | 2 | $12.4M | 0.12% |
| Banking or thrift institutions | 104 | $10.1B | 99.8% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Credit Unions Chartered In The State Of Michigan EIN 381628275 | Farmingtn Hls, MI | 12/31/2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mcqueen, Charles, Nelson | President & Ceo | May 1999 (27y) | 50% – 75% | |
| Sicilia, Craig, Michael | Managing Director | Feb 2006 (21y) | 25% – 50% | |
| Rebecca L. Gersonde | Registered representative | Jan 2025 (2y) | ||
| Perry William Gaddis | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Credit Unions Chartered In The State Of Michigan | Public charity | $627M | 12/31/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 905 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗