{"url":"https://nivawealth.com/firms/mcqueen-financial-advisors-ii-109325","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/109325","regulatoryAum":10093855538,"crd":"109325","secFileNumber":"801-57400","legalName":"McQueen Financial Advisors II, Inc.","displayName":"McQueen Financial Advisors II","website":null,"linkedinUrl":"https://www.linkedin.com/company/1451256","founded":null,"organization":"Michigan corporation","fiscalYearEnd":"December","headquarters":{"street":"1239 Anderson Road","city":"Clawson","state":"MI","stateName":"Michigan","country":"United States","postalCode":"48017"},"tradeNames":["Integrity Investment Management Mfa"],"registration":{"secApproved":"27 March 2000","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":50,"advisory":17,"brokerDealerReps":2,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":252727618,"discretionaryAccounts":121,"nonDiscretionary":9841127920,"nonDiscretionaryAccounts":94,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":17,"regulatoryAum":10466696},{"label":"High-net-worth individuals","clients":2,"regulatoryAum":12400564},{"label":"Banking or thrift institutions","clients":104,"regulatoryAum":10070988278}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"McQueen Financial Advisors II does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Charles McQueen","title":"President & CEO","crd":"2462295"},{"name":"Charles McQueen","title":"Chief Compliance Officer","crd":"2462295"},{"name":"Craig Sicilia","title":"Managing Director","crd":"2063205"}],"ownership":[{"label":"Charles McQueen","detail":"President & ceo in the 50% to 75% ownership band and a control person, since May 1999. Also chief compliance officer in the 50% to 75% ownership band and a control person, since May 2021."},{"label":"Craig Sicilia","detail":"Managing director in the 25% to 50% ownership band and a control person, since February 2006."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"Michigan","offices":1,"addresses":[{"street":"1239 Anderson Road","city":"Clawson","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"248-548-8400","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":1},{"label":"U.S. government/agency bonds","percent":66},{"label":"U.S. state and local bonds","percent":12},{"label":"Investment grade corporate bonds","percent":10},{"label":"Non-investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":1},{"label":"Cash and cash equivalents","percent":9}],"privateFunds":0},"sources":{"adv1FilingDate":"25 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/109325/PDF/109325.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does McQueen Financial Advisors II have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does McQueen Financial Advisors II offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does McQueen Financial Advisors II have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does McQueen Financial Advisors II invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns McQueen Financial Advisors II?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does McQueen Financial Advisors II get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}