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| Happy Holidays!! thanks for using AUM13F!! |
| Deane Retirement Strategies Inc
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|---|---|
| CRD # | 127096 |
| SEC # | 801-68307 |
| CIK # | 0001659346 |
| AUM | $216.3 M (2025-03-01) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 504-582-2345 |
| Address | 2065 Energy Centre New Orleans, LA 70163 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Texas Instruments Inc | 5.6 | ||
| Caterpillar Inc | 5.6 | ||
| Amazon Com Inc | 5.5 | ||
| Alphabet Inc | 5.2 | ||
| O Reilly Automotive Inc | 5.1 | ||
| Vulcan Materials Co | 4.7 | ||
| Netflix Inc | 4.6 | ||
| Exxon Mobil Corp | 4.4 | ||
| Danaher Corp /DE/ | 4.3 | ||
| iShares Comex Gold Trust | 4.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 65 | 33.4 |
| (b) Individuals (high net worth individuals) | 72 | 181.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 316 | 216.3 |
| By Discretionary | ||
| Discretionary | 316 | 216.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 316 | 216.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 216.3 | |
| Total | 316 | 216.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001659346] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
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Udine Wealth Management Inc
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|
0.2 | |
|
Guidestream Financial Inc
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|
MI | 0.2 |
|
Patrick M Sweeney & Associates Inc
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IL | 0.2 |
|
Variant Private Wealth LLC
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VA | 0.2 |
|
Sander Capital Advisors Inc
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WA | 0.2 |
|
Waycross Investment Management Company
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|
WA | 0.2 |
|
Chancellor Financial Group LP
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|
PA | 0.2 |
|
Tempo Wealth LLC
✚
|
OH | 0.2 |
|
Wealth Advisors Group LLC
✚
|
IA | 0.2 |
|
Capital Advisory Group Inc
✚
|
TX | 0.2 |