DEANE RETIREMENT STRATEGIES, INC.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Louisiana, United States

Employees

Total Number of Employees	5
Investment Advisory/Research	4
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	4
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	307	$198.3M
Non-Discretionary	0	$0
Total	307	$198.3M

Clients

Type	Number	RAUM
Individuals	63	$29.4M
HNW Individuals	73	$166.0M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$2.8M
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	1-10

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPORTFOLIO MANAGEMENT FOR COMPANY 401K, PROFIT SHARING PLANS, CASH BALANCE PLANS
Compensation	% of AUM

Identifiers

SEC RIA File Number	801-68307
SEC ERA File Number	801-68307
SEC CIK Numbers	1659346
SEC CRD Numbers	127096
Legal Entity Identifier	None

Principal Office

2065 ENERGY CENTRE
1100 POYDRAS STREET
NEW ORLEANS
LA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic