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STRATEGIC INVESTMENTS & INSURANCE
STRATEGIC INVESTMENTS & INSURANCE, LLC
CRD 293229
20283 STATE ROAD 7, SUITE 323, BOCA RATON, FL, 33498, United States
Phone
(561)221-6934
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$12.7M
Discretionary AUM
$139K
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; REFERRAL FEES FROM OTHER INVESTMENT ADVISORY FIRMS
Org form
Limited Liability Company
Filing date
2026-02-02
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $4.6M |
| High net worth individuals | 6 | $7.2M |
All web addresses on file
Official SEC filing: View on IAPD