1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2DEANE RETIREMENT STRATEGIES, INC.

Map pinNEW ORLEANS, LA
Phone504-582-2345
NotebookSEC #801-68307
Total AUM
$250.7M
Employees
5
Clients
138

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2065 ENERGY CENTRE
1100 POYDRAS STREET
NEW ORLEANS
LA 70163
United States
Operating Hours
8:00 AM - 4:00 PM
MONDAY - THURSDAY
Phone
504-582-2345

ReceiptFinancials

Total AUM
$250.7M
Accounts
327
Discretionary
$250.7M
Accounts
327
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
55
AUM
$25.7M
HNW Individual Clients
82
AUM
$223.2M
Pension/Profit Sharing Plan Clients
1
AUM
$1.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
PORTFOLIO MANAGEMENT FOR COMPANY 401K, PROFIT SHARING PLANS, CASH BALANCE PLANS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LAMSTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account