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Deane Retirement Strategies, Inc.

● SEC registered since 2007CRD 127096SEC# 801-68307New Orleans, LA
Export (members)
Reg. AUM
$216.3M
Employees
6
Accounts
316
Location
New Orleans, LA

Deane Retirement Strategies, Inc. assets under management

Deane Retirement Strategies, Inc. is an SEC-registered investment adviser based in New Orleans, LA. The firm has been registered since 2007. It reports $216.3 million in regulatory assets under management and employs 6 people.

Deane Retirement Strategies, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Keith Laborde Deane ControlManaging Director / Chief Compliance Officer50-75%2023
Todd Cullen Tillery ControlManaging Director / Secretary / Treasurer / Director50-75%2023

Frequently asked questions

How much does Deane Retirement Strategies, Inc. manage?

Deane Retirement Strategies, Inc. reports $216.3 million in regulatory assets under management on its Form ADV.

How many employees does Deane Retirement Strategies, Inc. have?

Deane Retirement Strategies, Inc. reports 6 employees.

Where is Deane Retirement Strategies, Inc. located?

Deane Retirement Strategies, Inc. is based in New Orleans, LA and has been SEC-registered since 2007.

Does Deane Retirement Strategies, Inc. disclose fund performance?

Deane Retirement Strategies, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2065 Energy Centre, 1100 Poydras Street, New Orleans, LA 70163
Phone504-582-2345
Fax504-582-2346
Office hours8:00 a.m. - 4:00 p.m.
SEC regionMiami Regional Office (MIRO)
CIK1659346
Discloses disciplinary historyNo

Assets under management

Discretionary$216.3M
Non-discretionary$0
Total (RAUM)$216.3M