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S3, INC
S3 INC
CRD 108401 · SEC 801-57681
5354 PARKDALE DRIVE, SUITE 103, MINNEAPOLIS, MN, 55416, United States
Phone
612-929-7000
Fax
612-929-7000
Registration
— (—)
Source
State registered
Total AUM
$88.8M
Discretionary AUM
$88.8M
Team
3 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 60 | $8.4M |
| High net worth individuals | 35 | $77.4M |
| Charitable organizations | 10 | $3.0M |
All web addresses on file
Official SEC filing: View on IAPD