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 an independent, SEC-registered registered investment adviser that has been operating since 2007. The firm is privately owned by an individual and focuses on providing financial planning and portfolio management for individuals and small businesses, primarily charging fees as a percentage of assets under management. It does not identify as an active ESG investor, is not a multi-state adviser, and does not function as a capital allocator; its client base is centered on individual and family relationships rather than institutional mandates.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Todd Tillery
Portfolio ManagerCRD 2754864
Michael Yest
Performance Reporting ConsultantCRD 2407195
Keith Deane
Co-OwnerCRD 5662176
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$92.5M in ETFs
82%
$76.1M
17%
$16.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND (VTIP) | Vanguard | Passive | Short Term Inflation Protected Bond | $24.9M | 495,958 | 26.93% |
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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