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| Deane Retirement Strategies Inc
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|---|---|
| CRD # | 127096 |
| SEC # | 801-68307 |
| CIK # | 0001659346 |
| AUM | 250.7 M (2026-03-23) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 504-582-2345 |
| Address | 2065 Energy Centre New Orleans, LA 70163 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001659346 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 9.3 | ||
| SPDR Gold Trust | 8.9 | ||
| Alphabet Inc | 7.3 | ||
| CF Industries Holdings Inc | 6.7 | ||
| Chevron Corp | 6.6 | ||
| Amazon Com Inc | 6.4 | ||
| Valero Energy Corp/Tx | 5.6 | ||
| Linde PLC | 5.6 | ||
| Johnson & Johnson | 5.6 | ||
| Dow Inc | 5.5 | ||
| Visa Inc | 5.4 | ||
| Union Pacific Corp | 5.2 | ||
| Procter & Gamble Co | 5.2 | ||
| McKesson Corp | 5.1 | ||
| ServiceNow Inc | 4.8 | ||
| Salesforce Com Inc | 4.8 | ||
| HCA Holdings Inc | 4.8 | ||
| Adobe Systems Inc | 4.8 | ||
| Kraft Foods Inc | 4.8 | ||
| Microsoft Corp | 4.8 | ||
| Broadcom Inc | 4.8 | ||
| EOG Resources Inc | 4.5 | ||
| Ace Ltd | 3.9 | ||
| Factset Research Systems Inc | 3.8 | ||
| Wells Fargo & Co/MN | 2.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 55 | 25.7 |
| (b) Individuals (high net worth individuals) | 82 | 223.2 |
| (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 | 1.8 |
| (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 | 327 | 250.7 |
| By Discretionary | ||
| Discretionary | 327 | 250.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 327 | 250.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 250.7 | |
| Total | 327 | 250.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001659346] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
|
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|
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|
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✚
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