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WATERS, PARKERSON & CO., LLC
CRD 3711 · SEC 801-8754
601 POYDRAS STREET, SUITE 2210, NEW ORLEANS, LA, 70130-6013, United States
Phone
504-581-2022
Fax
504-525-9320
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.86B
Discretionary AUM
$2.73B
Team
12 total employees; 6 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 270 | $141.4M |
| High net worth individuals | 471 | $2.26B |
| Charitable organizations | 25 | $185.9M |
| Corporations/business entities | 28 | $147.8M |
States served
AL, AZ, CA, CO, GA, LA, MS, NY, NC, SC, TN, VA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD