Deane Retirement Strategies, Inc.
● SEC registered since 2007CRD 127096SEC# 801-68307New Orleans, LA
Reg. AUM
$250.7M
Employees
5
Accounts
327
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 $250.7 million in regulatory assets under management and employs 5 people.
Deane Retirement Strategies, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Keith Laborde Deane Control | Managing Director / Chief Compliance Officer | 50-75% | 2023 |
| Todd Cullen Tillery Control | Managing Director / Secretary / Treasurer / Director | 50-75% | 2023 |
Frequently asked questions
How much does Deane Retirement Strategies, Inc. manage?
Deane Retirement Strategies, Inc. reports $250.7 million in regulatory assets under management on its Form ADV.
How many employees does Deane Retirement Strategies, Inc. have?
Deane Retirement Strategies, Inc. reports 5 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
| Address | 2065 Energy Centre, 1100 Poydras Street, New Orleans, LA 70163 |
| Phone | 504-582-2345 |
| Fax | 504-582-2346 |
| Office hours | 8:00 a.m. - 4:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1659346 |
| Discloses disciplinary history | No |
Regulatory AUM
$250.7M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$250.7Mregulatory AUM
Discretionary $250.7M