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Towers Watson Investment Services, Inc.
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Arlington, Virginia
$44.9 billion AUM
8 offices

Towers Watson Investment Services, Inc. is based in Arlington, Virginia and has $44.9 billion in assets under management.

Location
800 North Glebe Road
Arlington, VA 22203
$44.9 billion
AUM
190
Employees
AUM Share
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$44,884,000,000
Assets under management
83 clients
Number of clients
Average investment size is $540,771,084
4% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Pension and profit sharing plans 82 $44,628,000,000 99% $544,243,902
State or municipal government entities 1 $256,000,000 1% $256,000,000
Employees Share
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190
Employees
181
Investment analysts
95% of total employees
AUM per employee Share
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$44,884,000,000
Assets under management
$236,231,579
AUM per employee
$247,977,901
AUM per investment analyst
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Compensation

Towers Watson Investment Services, Inc. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Subscription fees
  • Fixed fees
  • Fee based on a percentage of assets advised on
Services offered

Towers Watson Investment Services, Inc. provides the following services:

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops
  • See schedule d
  • miscellaneous
  • for a description of other advisory services
Business activities
  • Registered representative of a broker-dealer
  • Commodity pool operator or commodity trading advisor
Firm data Share
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CRD number 110,473
SEC number 801-46008
Legal structure Corporation
Legal governance Delaware, United States
Latest ADV filing date May 08, 2020

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