DEANE RETIREMENT STRATEGIES, INC.
CRD #127096 SEC #801-68307 NEW ORLEANS, LA 504-582-2345
SEC Registered
Total AUM
$216.3M
Discretionary
$216.3M
Employees
6
Clients
51
Accounts
316
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $216.3M | $216.3M | $0 | 6 | 0 |
| Feb 2025 | $216.3M | $216.3M | $0 | 6 | 0 |
| Mar 2024 | $198.3M | $198.3M | $0 | 5 | 0 |
| Mar 2024 | $198.3M | $198.3M | $0 | 5 | 0 |
| Nov 2023 | $188.6M | $188.6M | $0 | 6 | 0 |
| Mar 2023 | $188.6M | $188.6M | $0 | 6 | 0 |
| Mar 2023 | $188.6M | $188.6M | $0 | 6 | 0 |
| Nov 2022 | $202.5M | $202.5M | $0 | 5 | 0 |
| Mar 2022 | $202.5M | $202.5M | $0 | 5 | 0 |
| Mar 2022 | $202.5M | $202.5M | $0 | 5 | 0 |
| Mar 2021 | $201.4M | $201.4M | $0 | 5 | 0 |
| Mar 2021 | $201.4M | $201.4M | $0 | 5 | 0 |
| May 2020 | $155.1M | $155.1M | $0 | 5 | 0 |
| Feb 2020 | $155.1M | $155.1M | $0 | 5 | 0 |
| Feb 2019 | $133.1M | $133.1M | $0 | 6 | 0 |
| Feb 2019 | $133.1M | $133.1M | $0 | 6 | 0 |
| Feb 2018 | $135.5M | $135.5M | $0 | 6 | 0 |
| Oct 2017 | $129.8M | $129.8M | $0 | 6 | 0 |
| Mar 2017 | $129.8M | $129.8M | $0 | 6 | 100 |
| Sep 2016 | $123.1M | $123.1M | $0 | 6 | 100 |
| Feb 2016 | $112.1M | $112.1M | $0 | 6 | 100 |
| Aug 2015 | $120.9M | $120.8M | $73.2K | 6 | 200 |
| Jan 2015 | $120.9M | $120.8M | $73.2K | 6 | 200 |
| Mar 2014 | $119.3M | $117.7M | $1.5M | 8 | 200 |
| Jan 2014 | $119.3M | $117.7M | $1.5M | 8 | 200 |
| Mar 2013 | $103.3M | $101.4M | $1.9M | 8 | 200 |
| Nov 2012 | $104.1M | $100.9M | $3.2M | 8 | 200 |
| Jun 2012 | $104.1M | $100.9M | $3.2M | 6 | 200 |
| Feb 2012 | $104.1M | $100.9M | $3.2M | 6 | 200 |
| Aug 2011 | $102.4M | $96.3M | $6.1M | 10 | -- |
| Aug 2007 | $120M | $24M | $96M | 5 | -- |
DateMar 2025
Total AUM$216.3M
Discretionary$216.3M
Non-Disc.$0
Employees6
Clients0
DateFeb 2025
Total AUM$216.3M
Discretionary$216.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$198.3M
Discretionary$198.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$198.3M
Discretionary$198.3M
Non-Disc.$0
Employees5
Clients0
DateNov 2023
Total AUM$188.6M
Discretionary$188.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$188.6M
Discretionary$188.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$188.6M
Discretionary$188.6M
Non-Disc.$0
Employees6
Clients0
DateNov 2022
Total AUM$202.5M
Discretionary$202.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$202.5M
Discretionary$202.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$202.5M
Discretionary$202.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$201.4M
Discretionary$201.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$201.4M
Discretionary$201.4M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$155.1M
Discretionary$155.1M
Non-Disc.$0
Employees5
Clients0
DateFeb 2020
Total AUM$155.1M
Discretionary$155.1M
Non-Disc.$0
Employees5
Clients0
DateFeb 2019
Total AUM$133.1M
Discretionary$133.1M
Non-Disc.$0
Employees6
Clients0
DateFeb 2019
Total AUM$133.1M
Discretionary$133.1M
Non-Disc.$0
Employees6
Clients0
DateFeb 2018
Total AUM$135.5M
Discretionary$135.5M
Non-Disc.$0
Employees6
Clients0
DateOct 2017
Total AUM$129.8M
Discretionary$129.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2017
Total AUM$129.8M
Discretionary$129.8M
Non-Disc.$0
Employees6
Clients100
DateSep 2016
Total AUM$123.1M
Discretionary$123.1M
Non-Disc.$0
Employees6
Clients100
DateFeb 2016
Total AUM$112.1M
Discretionary$112.1M
Non-Disc.$0
Employees6
Clients100
DateAug 2015
Total AUM$120.9M
Discretionary$120.8M
Non-Disc.$73.2K
Employees6
Clients200
DateJan 2015
Total AUM$120.9M
Discretionary$120.8M
Non-Disc.$73.2K
Employees6
Clients200
DateMar 2014
Total AUM$119.3M
Discretionary$117.7M
Non-Disc.$1.5M
Employees8
Clients200
DateJan 2014
Total AUM$119.3M
Discretionary$117.7M
Non-Disc.$1.5M
Employees8
Clients200
DateMar 2013
Total AUM$103.3M
Discretionary$101.4M
Non-Disc.$1.9M
Employees8
Clients200
DateNov 2012
Total AUM$104.1M
Discretionary$100.9M
Non-Disc.$3.2M
Employees8
Clients200
DateJun 2012
Total AUM$104.1M
Discretionary$100.9M
Non-Disc.$3.2M
Employees6
Clients200
DateFeb 2012
Total AUM$104.1M
Discretionary$100.9M
Non-Disc.$3.2M
Employees6
Clients200
DateAug 2011
Total AUM$102.4M
Discretionary$96.3M
Non-Disc.$6.1M
Employees10
Clients--
DateAug 2007
Total AUM$120M
Discretionary$24M
Non-Disc.$96M
Employees5
Clients--