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Home > Retirement Planners > louisiana > new orleans > WATERS, PARKERSON & CO., LLC
WATERS, PARKERSON & CO., LLC
601 Poydras Street
Suite 2210
New Orleans, Louisiana 70130-6013
Tel: 504-581-2022
About WATERS, PARKERSON & CO., LLC
WATERS, PARKERSON & CO, LLC, formally registered with the SEC as WATERS, PARKERSON & CO, LLC. The firm was established in 06/29/1972. They have over 1 offices throughout the country.
WATERS, PARKERSON & CO., LLC is a New Orleans, Louisiana based Financial Planning firm with nearly $2,489,088,707 assets under management, offering retirement planning & investment advisory services to 1855 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 3711 |
| SEC# | 801-8754 |
| Assets Managed by Firm | $2,489,088,707 |
| No. of Clients | 1855 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1855 | $2,489,088,707 |
| Individuals (other than high net worth individuals) | 314 | $138,269,182 |
| High net worth individuals | 459 | $1,956,327,559 |
| Pension and profit sharing plans | 4 | $69,426,424 |
| Charitable organizations | 27 | $182,549,416 |
| Corporations or other businesses | 27 | $142,516,126 |
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