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 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
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 3Tullius Tupper
Chief Technology OfficerCRD 5875743
Bobby Dughi
Chairman & CEOCRD 7216787
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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