# Strategic Investments & Insurance

Strategic Investments & Insurance is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 293229
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/293229

## About

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.

## 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.

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Last updated: 2026-07-06T01:24:26.246Z

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