Overview
Assets Under Management: $216 million
Headquarters: NEW ORLEANS, LA
High-Net-Worth Clients: 72
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.82
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 316
Discretionary Accounts: 316
Regulatory Filings
CRD Number: 127096
Last Filing Date: 2025-03-01 00:00:00
Website: https://deaneretire.com