RIA · CRD 293229

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Strategic Investments & Insurance

STRATEGIC INVESTMENTS & INSURANCE is a state-registered investment adviser in Boca Raton, FL. The firm manages $13 million in regulatory assets, $138,501 on a...

Strategic Investments & Insurance

STRATEGIC INVESTMENTS & INSURANCE is a state-registered investment adviser in Boca Raton, FL. The firm manages $13 million in regulatory assets, $138,501 on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Frequently asked questions

Who runs investment decisions at Strategic Investments & Insurance?

No named investment professionals or principals are publicly associated with Strategic Investments & Insurance. The firm does not maintain a public-facing website, LinkedIn profile, or media presence, so leadership remains confidential.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Previous registered investment adviserAdaptive Financial Solutions IncNext registered investment adviserChisholm Financial Planning & Investments

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