AdvisorOS Directory
Claim Profile
KM

Kloi Malko

TOWERS WATSON INVESTMENT SERVICES, INC.·CHICAGO, Illinois
Unclaimed Profile
233 SOUTH WACKER DRIVE, CHICAGO, IL 60606CRD# 7288568Firm CRD# 110473
01

About

Kloi Malko is a registered financial advisor based in CHICAGO, Illinois, affiliated with TOWERS WATSON INVESTMENT SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Nonprofits & Foundations
03

Firm Overview

Firm
TOWERS WATSON INVESTMENT SERVICES, INC.
TOWERS WATSON INVESTMENT SERVICES, INC.
AUM
$51.4B
Regulatory assets under management
Employees
208
Total firm employees
View all advisors at TOWERS WATSON INVESTMENT SERVICES, INC. →
Services
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Other advisory services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: FEE BASED ON A PERCENTAGE OF ASSETS ADVISED ON
Regulatory
SEC/IARD CRD# 7288568
Firm CRD# 110473
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHICAGO?

Browse all registered financial advisors in CHICAGO, Illinois or claim this profile if it's yours.

Browse CHICAGO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kloi Malko offer?
Kloi Malko specializes in Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Kloi Malko's credentials?
Kloi Malko is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kloi Malko located?
Kloi Malko is based in CHICAGO, Illinois, working with TOWERS WATSON INVESTMENT SERVICES, INC.. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Kloi Malko charge for services?
Kloi Malko's firm is compensated through percentage of aum, hourly charges, subscription fees, other: fee based on a percentage of assets advised on. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TOWERS WATSON INVESTMENT SERVICES, INC.?
TOWERS WATSON INVESTMENT SERVICES, INC. has approximately 208 employees and manages $51.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CHICAGO
Christine Carr Smith — LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA INC.Robert Paul Morgan — 50 SOUTH CAPITAL ADVISORS, LLCWendy Jacqueline Hills — DUFF & PHELPS INVESTMENT MANAGEMENT CO.Matthew Bradley Wallace — AON INVESTMENTS USA INC.Christopher John Castano — GROSVENOR CAPITAL MANAGEMENT, L.P.
Nearby cities in Illinois
OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)
City Guides
OAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile