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DEANE RETIREMENT STRATEGIES, INC.
CRD 127096 · SEC 801-68307
2065 ENERGY CENTRE, 1100 POYDRAS STREET, NEW ORLEANS, LA, 70163, United States
Phone
504-582-2345
Fax
504-582-2346
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$250.7M
Discretionary AUM
$250.7M
Team
5 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)PORTFOLIO MANAGEMENT FOR COMPANY 401K, PROFIT SHARING PLANS, CASH BALANCE PLANS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $25.7M |
| High net worth individuals | 82 | $223.2M |
States served
LA, MS, TX
All web addresses on file
Official SEC filing: View on IAPD