AdvisorOS Directory
Claim Profile
SP

Steven John Perlewitz

1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.·SOUTH BEND, Indiana
Unclaimed Profile
100 NORTH MICHIGAN STREET, SOUTH BEND, IN 46601CRD# 1858786Firm CRD# 111331
01

About

Steven John Perlewitz is a registered financial advisor based in SOUTH BEND, Indiana, affiliated with 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.
1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.
AUM
$3.5B
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC. →
Services
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1858786
Firm CRD# 111331
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SOUTH BEND?

Browse all registered financial advisors in SOUTH BEND, Indiana or claim this profile if it's yours.

Browse SOUTH BEND 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 Steven John Perlewitz offer?
Steven John Perlewitz specializes in Wealth Management. Contact their office in SOUTH BEND, Indiana for a consultation.
What are Steven John Perlewitz's credentials?
Steven John Perlewitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven John Perlewitz located?
Steven John Perlewitz is based in SOUTH BEND, Indiana, working with 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.. Their office serves clients in the SOUTH BEND metropolitan area and surrounding communities.
How does Steven John Perlewitz charge for services?
Steven John Perlewitz's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.?
1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC. has approximately 9 employees and manages $3.5B 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 SOUTH BEND
Jason Werner Cooper — 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.Paul Wayne Gifford — 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.Steven James Wessell — 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.Tamara L. Simon — 1ST SOURCE CORPORATION INVESTMENT ADVISORS, INC.Bennett Jay Goodman — CERES PARTNERS, LLC
Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)GOSHEN (32)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile