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WATERS, PARKERSON & CO., LLC

601 Poydras Street
Suite 2210
New Orleans, Louisiana 70130-6013
Tel: 504-581-2022

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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 StatusApproved
Firm CRD#3711
SEC#801-8754
Assets Managed by Firm$2,489,088,707
No. of Clients1855
No. of Advisors12

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 ClientsAUM
Firm Total1855$2,489,088,707
Individuals (other than high net worth individuals)314$138,269,182
High net worth individuals459$1,956,327,559
Pension and profit sharing plans4$69,426,424
Charitable organizations27$182,549,416
Corporations or other businesses27$142,516,126

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