S3, Inc.

S3, Inc. (CRD# 108401) is a financial advisory firm headquartered in Minneapolis, MN. They manage $64,901,869 in 161 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5402 Parkdale Drive, Suite 100, Minneapolis, MN 55416
http://www.s3financial.com
By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    161
    ACCOUNTS
  • Average Account Value
    $403,117
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at S3, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Mark Sherman, financial advisor Minneapolis MN
Mark D. Sherman
CRD#: 2553823
5402 Parkdale Drive, Suite 100, Minneapolis, MN 55416

Mark Sherman (CRD# 2553823) is an Investment Advisor Representative working at S3, Inc. in Minneapolis, MN and has over 28 years of experience in the finance industry.

2
Thomas Sherman, financial advisor Minneapolis MN
Thomas A. Sherman
CRD#: 2666612
5402 Parkdale Drive, Suite 100, Minneapolis, MN 55416

Thomas Sherman (CRD# 2666612) is an Investment Advisor Representative working at S3, Inc. in Minneapolis, MN and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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