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Overview

Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
1st Source Bank 10 months, 3 weeks Jan 2019 - Present
1st Source Corporation Investment Advisors, Inc. 17 years, 2 months Sep 2002 - Present
1st Source Bank 19 years, 3 months Oct 1999 - Jan 2019
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Tamara L. Simon?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jan 19, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

1st Source Corporation Investment Advisors, Inc.

Last updated on Oct. 21, 2016
    • $3.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2
      Accounts
    • $1.5B
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
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