Remotiv / Financial Soundings

RIASEC RegisteredEst. 2008
Total AUM
Avg account
$0
Accounts
0
Employees
5
Advisory reps
6

Firm details

Headquarters
Coconut Grove, Florida
CRD number
146082
Registered since
September 19, 2008
Fee structure
Fixed Fees, Other
Services
Pension Consulting

Firm profile

FINTRX

Overview

Remotiv / Financial Soundings is an institutional registered investment adviser organized as a limited liability company and SEC-registered since 2008. The firm is individually owned and positions itself as a pension consultant serving institutional clients. Its advisory work centers on pension consulting services rather than acting as a principal capital allocator, and it reports a fee model driven by fixed fees (and other fee arrangements). The snapshot flags the firm as not an active ESG investor and not a multi-state adviser; it is also not a related adviser and is not newly formed.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Bobby Dughi

    Chairman & CEOCRD 7216787

  • Tullius Tupper

    Chief Technology OfficerCRD 5875743

  • Brian Kim

    Chief Operating OfficerCRD 7423720

Contacts

3 of 3
  • Stephen Maschino

    Stephen Maschino

    PresidentCRD 1531370

  • Robert Dughi

    Executive ChairmanCRD 72939

  • Grant Harney

    Grant Harney

    Implementation ManagerCRD 7516929

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth