Deane Retirement Strategies is an investment advisor in New Orleans with $202.46 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
721233626
SEC advisor number
801-68307
FINRA CRD number
127096
AUM ?
$198.29 mm
(as of 1 Mar 24)
Accounts
307
(as of 1 Mar 24)
Employees
5
(4 investment advisory or research)
Address
Deane Retirement Strategies
1100 POYDRAS ST.
SUITE 2065
NEW ORLEANS
LA 70163
1100 POYDRAS ST.
SUITE 2065
NEW ORLEANS
LA 70163
Phone
504-582-2345
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
22 Apr 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
22 Apr 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
22 Apr 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
22 Apr 24
13F-HR
Quarterly holdings report by institutional manager
8 Apr 24
13F-HR
Quarterly holdings report by institutional manager
17 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
6 Jul 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
20 Jan 23