Waters Parkerson & Co. is an investment advisor in New Orleans with $2.59 bn assets under management.
Company profile
Website
Employees
Location
Fiscal year end
Former names
Waters Parkerson & Co Inc
SEC CIK
IRS number
261642640
SEC advisor number
801-8754
FINRA CRD number
3711
AUM ?
$2.59 bn
(as of 14 Jun 22)
Accounts
1,765
(as of 14 Jun 22)
Employees
12
(6 investment advisory or research)
Address
Waters Parkerson & Co.
601 POYDRAS ST.
SUITE 2210
NEW ORLEANS
LA 70130
601 POYDRAS ST.
SUITE 2210
NEW ORLEANS
LA 70130
Office hours
Monday - Friday, 8:00 AM - 4:30 PM
Phone
504-581-2022
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Pointer, David, Taylor | Partner | 01/2000 | 25-50% |
Whealdon, Michael, Burton | Partner | 01/2000 | 25-50% |
Burlingame, Julia, Waters | Chief Compliance Officer | 01/2009 | < 5% |
Montgomery, Jonathan, Baldwin | Co-managing Partner | 01/2020 | 10-25% |
Wakeman, Devin, John | Co-managing Partner | 01/2020 | 10-25% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
4 Nov 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
4 Nov 21