Remotiv / Financial Soundings
Firm details
- Headquarters
- Coconut Grove, Florida
- CRD number
- 146082
- Registered since
- September 19, 2008
- Website
- financialsoundings.com
- Fee structure
- Fixed Fees, Other
- Services
- Pension Consulting
Firm profile
FINTRXOverview
Remotiv / Financial Soundings is a limited liability company that operates as an institutional pension consultant. Registered with the SEC in 2008, the firm focuses on advisory work for pension plans rather than acting as a discretionary asset manager. Its business model is fee-for-service, using fixed fees (and other fee arrangements as needed) to provide pension consulting services such as asset allocation guidance, manager selection, performance monitoring and liability-aware strategy work. The firm is structured as an individually owned adviser and does not present itself as a capital allocator. It is not designated an active ESG investor in the available records and is not identified as a multi-state SEC adviser, which underscores its consultant-first orientation rather than a retail or broad-based registered advisor platform.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Bobby Dughi
Chairman & CEOCRD 7216787
Tullius Tupper
Chief Technology OfficerCRD 5875743
Brian Kim
Chief Operating OfficerCRD 7423720
Contacts
3 of 3
Stephen Maschino
PresidentCRD 1531370
Robert Dughi
Executive ChairmanCRD 72939

Grant Harney
Implementation ManagerCRD 7516929
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Coconut Grove, FL
Miami Dade
Location
Coconut Grove, FL
Headquartered in Coconut Grove, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 3350 Virginia St
- Time zone
- ET (UTC-5)
- Office locations
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