Clients
McQueen Financial Advisors II serves 123 clients, 104 of them banking or thrift institutions. The average client has about $82 million with the firm, and high-net-worth clients hold 0% of its $10.1 billion in assets.
- Banking or thrift institutions104 clients100%
- OtherIndividuals, High-net-worth individuals0%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 17 | $10,466,696 | 0.1% | $616K |
| High-net-worth individuals | 2 | $12,400,564 | 0.1% | $6.20M |
| Banking or thrift institutions | 104 | $10,070,988,278 | 99.8% | $96.8M |
| Total | 123 | $10,093,855,538 | 100% | $82.1M |
- Clients
- 17
- Regulatory AUM
- $10,466,696
- Share
- 0.1%
- Avg. per client
- $616K
- Clients
- 2
- Regulatory AUM
- $12,400,564
- Share
- 0.1%
- Avg. per client
- $6.20M
- Clients
- 104
- Regulatory AUM
- $10,070,988,278
- Share
- 99.8%
- Avg. per client
- $96.8M
Total
- Clients
- 123
- Regulatory AUM
- $10,093,855,538
- Share
- 100%
- Avg. per client
- $82.1M
What it does
McQueen Financial Advisors II provides portfolio management for individuals and small businesses and portfolio management for institutions. It is paid through a percentage of assets, hourly charges, fixed fees and performance-based fees.
McQueen Financial Advisors II advises no private funds.
2.5% of assets ($252.7M across 121 accounts) are managed with discretion; $9.84B across 94 accounts are not. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks1%
- Funds1%
- Bonds89%
- U.S. government and agency bonds66%
- State and local bonds12%
- Investment grade corporate bonds10%
- High-yield corporate bonds1%
- Cash9%
Custodians
McQueen Financial Advisors II does not have custody of client assets.
- All other custodians$10.09B100%
Ownership and leadership
Charles McQueen owns 50% to 75% of McQueen Financial Advisors II.
- Owns 50% to 75% of McQueen Financial Advisors II, Inc.
Charles McQueen
Control person · since May 1999
- Owns 25% to 50% of McQueen Financial Advisors II, Inc.
Craig Sicilia
Control person · since February 2006
Leadership
- Charles McQueenPresident & CEO
- Charles McQueenChief Compliance Officer
- Craig SiciliaManaging Director
Staff
- 50 employees
- 17 in advisory functions
- 3 state-registered reps
- 2 broker-dealer reps
Fees
McQueen Financial Advisors II is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and performance-based fees.
McQueen Financial Advisors II’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, McQueen Financial Advisors II has 0 offices, with 1 listed address in 1 state.
Michigan · 1 listed address
- 1239 Anderson Road, ClawsonHQ
Other business names
McQueen Financial Advisors II has reported 1 other business name to the SEC.
- Integrity Investment Management Mfa
Registration details
- Legal name
- McQueen Financial Advisors II, Inc.
- Headquarters
- 1239 Anderson Road, Clawson, MI 48017
- Phone
- 248-548-8400
- Website
- Not reported
- SEC file
- 801-57400
- Structure
- Michigan corporation
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does McQueen Financial Advisors II have?
McQueen Financial Advisors II has 123 clients and manages $10.1 billion for them, as of March 2026. They include 104 banking or thrift institutions, 17 other individuals and 2 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does McQueen Financial Advisors II offer?
McQueen Financial Advisors II provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does McQueen Financial Advisors II have?
McQueen Financial Advisors II has 3 investment adviser representatives registered with state securities authorities, out of 50 employees, and 17 perform investment advisory functions. 2 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does McQueen Financial Advisors II invest in?
At the end of its last fiscal year, McQueen Financial Advisors II’s separately managed accounts held 66% U.S. government and agency bonds, 12% state and local bonds, 10% investment grade corporate bonds, 9% cash and equivalents, 1% exchange-traded equities, 1% high-yield corporate bonds and 1% registered funds (mutual funds, ETFs, BDCs). It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns McQueen Financial Advisors II?
McQueen Financial Advisors II’s direct owners are Charles McQueen (50% to 75%) and Craig Sicilia (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does McQueen Financial Advisors II get paid?
McQueen Financial Advisors II is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file