Towers Watson Investment Services, Inc.

Registered investment adviser · Chicago, IL · CRD #110473

Form ADV data as of 2026-09-01

Regulatory assets

$62.67 billion

Total accounts

138

Employees

239

Disclosure events

Firm details

Website: https://www.threads.net/@wtwcorporate
Telephone: 312-288-7700
SEC file number: 801-46008
Most recent Form ADV filing: 2026-07-30
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$54.44 billion
Non-discretionary regulatory assets under management	$8.22 billion
Total regulatory assets under management	$62.67 billion
Discretionary accounts	134
Non-discretionary accounts	4
Total accounts	138
Regulatory assets under management attributable to non-U.S. persons	$1.31 billion

People

Total employees (excluding clerical)	239
Employees performing investment advisory functions (including research)	233
Employees who are registered representatives of a broker-dealer	18
Employees registered as investment adviser representatives with a state	8
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	No
Client funds and securities held in the firm's custody	$61.80 billion
Clients for whom the firm has custody	105
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	16

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)Other

Advisory services offered

Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersMarket timing servicesEducational seminars/workshopsOther

Other business activities

Registered representative of a broker-dealerCommodity pool operator or commodity trading advisor

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Commodity pool operator or commodity trading advisorInsurance company or agencyPension consultantSponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends securities in which it has another proprietary interest
Recommends brokers or dealers to clients

Client types

Type of client	Clients	Assets
Pooled investment vehicles (other than investment companies and BDCs)	1	$872.5 million
Pension and profit sharing plans (not the participants or government plans)	106	$61.80 billion