Strategic Investments & Insurance

Strategic Investments & Insurance (CRD# 293229) is a financial advisory firm headquartered in Boca Raton, FL. They manage $10,141,207 in 57 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
20283 State Road 7, Suite 323, Boca Raton, FL 33498
http://www.stratii.com
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $177,916
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Strategic Investments & Insurance
Showing 1 - 1 of 1 top financial advisors.
1
David Whitman, financial advisor Boca Raton FL
David M. Whitman
CRD#: 2363423
20283 State Road 7, Suite 323, Boca Raton, FL 33498

David Whitman (CRD# 2363423) is an Investment Advisor Representative working at Strategic Investments & Insurance in Boca Raton, FL and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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