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Waters, Parkerson & Co., LLC

● SEC registered since 1972CRD 3711SEC# 801-8754New Orleans, LA
Export (members)
Reg. AUM
$2.69B
Employees
12
Accounts
1,898
Location
New Orleans, LA

Waters, Parkerson & Co., LLC assets under management

Waters, Parkerson & Co., LLC is a registered investment adviser overseen by the SEC based in New Orleans, LA. The firm has been registered since 1972. It reports $2.7 billion in regulatory assets under management and employs 12 people.
www.watersparkerson.comView on SEC.gov ↗

Waters, Parkerson & Co., LLC owners & executives

6 reported
NameTitleOwnershipSince
David Taylor Pointer ControlPartner25-50%2000
Devin John Wakeman ControlCo-Managing Partner10-25%2020
Jonathan Baldwin Montgomery ControlCo-Managing Partner10-25%2020
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Frequently asked questions

How much does Waters, Parkerson & Co., LLC manage?

Waters, Parkerson & Co., LLC reports $2.7 billion in regulatory assets under management on its Form ADV.

How many employees does Waters, Parkerson & Co., LLC have?

Waters, Parkerson & Co., LLC reports 12 employees.

Where is Waters, Parkerson & Co., LLC located?

Waters, Parkerson & Co., LLC is based in New Orleans, LA and has been SEC-registered since 1972.

Does Waters, Parkerson & Co., LLC disclose fund performance?

Waters, Parkerson & Co., LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address601 Poydras Street, Suite 2210, New Orleans, LA 70130-6013
Phone504-581-2022
Fax504-525-9320
Office hours8:00 a.m. - 4:30 p.m.
SEC regionMiami Regional Office (MIRO)
CIK1222993
Discloses disciplinary historyNo

Assets under management

Discretionary$2.56B
Non-discretionary$124.8M
Total (RAUM)$2.69B