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O'TOOLE STRATEGIC INVESTMENTS LLC
CRD 310758
900 FOX VALLEY DRIVE, SUITE 206, LONGWOOD, FL, 32779, United States
Phone
407-786-4026
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$12.1M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps; 50 broker-dealer reps
Clients
—
Fees
Percentage of AUM; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-05-13
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $9.3M |
| High net worth individuals | 6 | $2.8M |
All web addresses on file
Official SEC filing: View on IAPD