Linda Laborde Deane, Inc. (New Orleans)

Name: Linda Laborde Deane, Inc.
Address: 2065 Energy Centre,, New Orleans, LA, 70163
Telephone: 504-582-2345

Linda Laborde Deane, Inc. is a large advisory firm based in New Orleans. It manages $120 million of regulatory assets for 844 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Louisiana, Mississippi, and Texas.

Linda Laborde Deane provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Linda Laborde Deane: assets under management

The assets under management (AUM) of Linda Laborde Deane, Inc. is $120 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $24 million in discretionary accounts and $96 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $266.67 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $127.32 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Linda Laborde Deane, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Linda Laborde Deane, Inc.

Linda Laborde Deane has been acting as President since 1 Mar 1993. Robert Bryan Deane joined the executive team most recently as the Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Linda Laborde Deane	President/chief compliance officer	1 Mar 1993	75% - 100%	300092
Robert Bryan Deane	Secretary	1 Mar 1993	Other	4608402

Based in New Orleans

The principal office where Linda Laborde Deane, Inc. performs its advisory services is located at 2065 Energy Centre,, New Orleans, LA 70163, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 504-582-2345 or by fax 504-582-2346. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.lindadeane.com.