Allocator Index · CRD 127096

DEANE RETIREMENT STRATEGIES, INC.

New Orleans, LA · 504-582-2345 · deaneretire.com

SEC IAPD record ↗

Fit score

54

  • aum $250M-$3.0B+22
  • hnw>=75+16
  • hnw_majority+8
  • employees 3-60+8

HNW clients

82

Other individuals

55

HNW assets

$223.2M

Total AUM

$250.7M

Employees

5

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.