Falists
← Back to search

TOWERS WATSON INVESTMENT SERVICES, INC.

CRD 110473 · SEC 801-46008

Visit website

233 SOUTH WACKER DRIVE, SUITE 1800, CHICAGO, IL, 60606, United States

Phone

312-288-7700

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$62.67B

Discretionary AUM

$54.44B

Team

239 total employees; 233 advisory reps; 174 broker-dealer reps

Clients

Fees

Percentage of AUM; Hourly charges; Fixed fees; FEE BASED ON A PERCENTAGE OF ASSETS ADVISED ON

Org form

Corporation

Filing date

2026-05-21

Disciplinary history

No

Services

Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsMarket timingEducational seminarsSEE SCHEDULE D, MISCELLANEOUS, FOR A DESCRIPTION OF OTHER ADVISORY SERVICES

Client types

TypeClientsAUM
Pooled investment vehicles1$872.5M
Pension/profit sharing plans106$61.80B

States served

CA, CO, GA, IL, KY, MA, MI, MN, NJ, NY, NC, OH, PA, SC, TN, VA, MO, WA, TX, CT, FL

All web addresses on file

Official SEC filing: View on IAPD