Deane Retirement Strategies, Inc.
Firm details
- Headquarters
- New Orleans, Louisiana
- CRD number
- 127096
- Registered since
- September 13, 2007
- Website
- deaneretire.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.03%
- Individuals10.24%
- Pension & Profit Sharing Plans0.73%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Deane Retirement Strategies, Inc. is a corporate, independent registered investment adviser serving individual and family clients. The firm is SEC-registered (since 2007) and is owned by an individual principal. Its primary advisory services are financial planning and portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and does not identify itself as an ESG-focused manager, a multi-state adviser, or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- Exchange Traded Equities42%
- Cash & Cash Equivalents4%
Contacts
3 of 3
Keith Deane
Co-OwnerCRD 5662176
Michael Yest
Performance Reporting ConsultantCRD 2407195
Todd Tillery
Portfolio ManagerCRD 2754864
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$104M in ETFs
89%
$92.5M
10%
$11.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND (VTIP) | Vanguard | Passive | Short Term Inflation Protected Bond | $24.1M | 488,731 | 23.16% |
Location
New Orleans, LA
Orleans
Location
New Orleans, LA
Headquartered in New Orleans, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- Orleans
- Address
- 2065 Energy Ctr Poydras St
- Time zone
- CT (UTC-6)
- Office locations
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