S3, INC

Overview

S3, Inc. is an independent registered investment adviser that manages portfolios mainly for individuals, families and small businesses while also working with some institutional clients. The firm operates on a discretionary basis and favors equity-oriented strategies: exchange-traded equities make up the dominant portion of client assets and the firm identifies equities as its primary preference. Advisory services center on financial planning and ongoing portfolio management, delivered under a fee structure that includes a percentage of AUM and hourly charges. S3, Inc. does not position itself as an ESG investor and is not designated as a multi-state adviser.

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Location & Offices