WATERS, PARKERSON & CO., LLC
CRD #3711 SEC #801-8754 NEW ORLEANS, LA 504-581-2022
SEC Registered
Total AUM
$2.7B
Discretionary
$2.6B
Employees
12
Clients
251
Accounts
1,898
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.7B | $2.6B | $124.8M | 12 | 0 |
| Sep 2024 | $2.5B | $2.4B | $126M | 12 | 0 |
| Mar 2024 | $2.5B | $2.4B | $126M | 12 | 0 |
| Mar 2023 | $2.3B | $2.2B | $129.5M | 12 | 0 |
| Jun 2022 | $2.6B | $2.5B | $142.9M | 12 | 0 |
| Mar 2022 | $2.6B | $2.5B | $142.9M | 12 | 0 |
| Jul 2021 | $2.1B | $2B | $120.7M | 12 | 0 |
| Mar 2021 | $2.1B | $2B | $120.7M | 12 | 0 |
| Jun 2020 | $1.9B | $1.8B | $117.3M | 12 | 0 |
| Mar 2020 | $1.9B | $1.8B | $117.3M | 12 | 0 |
| Mar 2019 | $1.5B | $1.4B | $100.8M | 11 | 0 |
| Feb 2019 | $1.7B | $1.5B | $133.6M | 11 | 0 |
| Oct 2018 | $1.7B | $1.5B | $133.6M | 11 | 0 |
| May 2018 | $1.7B | $1.5B | $133.6M | 11 | 0 |
| Mar 2018 | $1.7B | $1.5B | $133.6M | 11 | 0 |
| Mar 2017 | $1.5B | $1.3B | $138.9M | 10 | 700 |
| Mar 2016 | $1.3B | $1.2B | $159.9M | 10 | 700 |
| Mar 2015 | $1.3B | $1.1B | $174M | 10 | 700 |
| May 2014 | $1.2B | $1.1B | $182.7M | 10 | 700 |
| Mar 2014 | $1.2B | $1.1B | $182.7M | 10 | 700 |
| Jan 2014 | $1.1B | $875.5M | $188.1M | 10 | 700 |
| Apr 2013 | $1.1B | $875.5M | $188.1M | 9 | 700 |
| Mar 2012 | $975.5M | $779.5M | $196M | 6 | 700 |
| Mar 2011 | $957.4M | $754.8M | $202.6M | 10 | -- |
| Feb 2009 | $796.8M | $536.4M | $260.3M | 10 | -- |
| Jan 2008 | $980.4M | $706.6M | $273.8M | 10 | -- |
| Mar 2007 | $980.4M | $706.6M | $273.8M | -- | -- |
| Mar 2006 | $893.7M | $644.6M | $249.1M | -- | -- |
| Aug 2004 | $952.8M | $549.9M | $402.9M | -- | -- |
| Mar 2002 | $1B | $594.8M | $426.4M | 10 | -- |
| Aug 2001 | $1.1B | $550.8M | $571.5M | 10 | -- |
DateMar 2025
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$124.8M
Employees12
Clients0
DateSep 2024
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$126M
Employees12
Clients0
DateMar 2024
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$126M
Employees12
Clients0
DateMar 2023
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$129.5M
Employees12
Clients0
DateJun 2022
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$142.9M
Employees12
Clients0
DateMar 2022
Total AUM$2.6B
Discretionary$2.5B
Non-Disc.$142.9M
Employees12
Clients0
DateJul 2021
Total AUM$2.1B
Discretionary$2B
Non-Disc.$120.7M
Employees12
Clients0
DateMar 2021
Total AUM$2.1B
Discretionary$2B
Non-Disc.$120.7M
Employees12
Clients0
DateJun 2020
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$117.3M
Employees12
Clients0
DateMar 2020
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$117.3M
Employees12
Clients0
DateMar 2019
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$100.8M
Employees11
Clients0
DateFeb 2019
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$133.6M
Employees11
Clients0
DateOct 2018
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$133.6M
Employees11
Clients0
DateMay 2018
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$133.6M
Employees11
Clients0
DateMar 2018
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$133.6M
Employees11
Clients0
DateMar 2017
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$138.9M
Employees10
Clients700
DateMar 2016
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$159.9M
Employees10
Clients700
DateMar 2015
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$174M
Employees10
Clients700
DateMay 2014
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$182.7M
Employees10
Clients700
DateMar 2014
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$182.7M
Employees10
Clients700
DateJan 2014
Total AUM$1.1B
Discretionary$875.5M
Non-Disc.$188.1M
Employees10
Clients700
DateApr 2013
Total AUM$1.1B
Discretionary$875.5M
Non-Disc.$188.1M
Employees9
Clients700
DateMar 2012
Total AUM$975.5M
Discretionary$779.5M
Non-Disc.$196M
Employees6
Clients700
DateMar 2011
Total AUM$957.4M
Discretionary$754.8M
Non-Disc.$202.6M
Employees10
Clients--
DateFeb 2009
Total AUM$796.8M
Discretionary$536.4M
Non-Disc.$260.3M
Employees10
Clients--
DateJan 2008
Total AUM$980.4M
Discretionary$706.6M
Non-Disc.$273.8M
Employees10
Clients--
DateMar 2007
Total AUM$980.4M
Discretionary$706.6M
Non-Disc.$273.8M
Employees--
Clients--
DateMar 2006
Total AUM$893.7M
Discretionary$644.6M
Non-Disc.$249.1M
Employees--
Clients--
DateAug 2004
Total AUM$952.8M
Discretionary$549.9M
Non-Disc.$402.9M
Employees--
Clients--
DateMar 2002
Total AUM$1B
Discretionary$594.8M
Non-Disc.$426.4M
Employees10
Clients--
DateAug 2001
Total AUM$1.1B
Discretionary$550.8M
Non-Disc.$571.5M
Employees10
Clients--