STRATEGIC INVESTMENTS & INSURANCE

STRATEGIC INVESTMENTS & INSURANCE of BOCA RATON, FL is an SEC-registered investment adviser (CRD 293229). Regulatory assets under management: $12.7M.

Registration

• CRD: 293229
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 293229 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search