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Building 2WATERS, PARKERSON & CO., LLC

Map pinNEW ORLEANS, LA
Phone504-581-2022
NotebookSEC #801-8754
Total AUM
$2.9B
Employees
12
Clients
796

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
601 POYDRAS STREET
SUITE 2210
NEW ORLEANS
LA 70130-6013
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
504-581-2022

ReceiptFinancials

Total AUM
$2.9B
Accounts
1,916
Discretionary
$2.7B
Accounts
1,862
Non-Discretionary
$126.2M
Accounts
54

ContactClients

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Individual Clients
270
AUM
$141.4M
HNW Individual Clients
471
AUM
$2.3B
Banking Clients
1
AUM
$115.1M
Pension/Profit Sharing Plan Clients
1
AUM
$9.7M
Charitable Organization Clients
25
AUM
$185.9M
Corporation or Business Clients
28
AUM
$147.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOFLGALAMSNCNYSCTNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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