601 Poydras Street
Suite 2210
New Orleans, Louisiana 70130-6013
Tel: 504-581-2022
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$18,432,430,824 | 62249 | 570 | |
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628 | $3,964,828,037 | 10 | 38 |
$2,952,693,844 | 5 | 31 | |
$2,535,697,292 | 7157 | 34 | |
$2,000,884,017 | 12 | 7 |
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