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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