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 $2,302,559,870 assets under management, offering retirement planning & investment advisory services to 1808 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	$2,302,559,870
No. of Clients	1808
No. of Advisors	12

Fee Structure

A Percentage of AUM
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals

Firm Client Information

	No. of Clients	AUM
Firm Total	1808	$2,302,559,870
Individuals (other than high net worth individuals)	327	$146,096,323
High net worth individuals	440	$1,798,920,145
Pension and profit sharing plans	5	$56,903,205
Charitable organizations	27	$175,568,340
Corporations or other businesses	26	$125,071,857

Inquire with WATERS, PARKERSON & CO., LLC

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