# STRATEGIC INVESTMENTS & INSURANCE

STRATEGIC INVESTMENTS & INSURANCE of BOCA RATON, FL is an SEC-registered investment adviser.

## Registration

- CRD: 293229
- Type: SEC-registered investment adviser
- Location: 20283 STATE ROAD 7, SUITE 323, BOCA RATON, FL, 33498
- Phone: (561)221-6934
- Latest filing: 2026-02-02
- Regulatory AUM: $12.7M
- Discretionary AUM: $139K
- Non-discretionary AUM: $12.6M
- Clients: 1
- Accounts: 60

## Business model

- Compensation: % of AUM, Other
- Clients served: High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/293229/brochure
- Similar advisers: https://search.stillhousedata.com/firm/293229/similar
- Related entities: https://search.stillhousedata.com/firm/293229/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/293229

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.