Remotiv / Financial Soundings
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Overview
Remotiv / Financial Soundings is a financial advisor company located in Miami, Florida. The firm has a small group, including 1 financial advisor. Remotiv / Financial Soundings does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets like stocks, options and bonds.
Remotiv / Financial Soundings's headquarters is at 3350 Virginia Street, Miami, Florida 33133-5336. The firm is legally allowed to serve clients throughout 50 U.S. states and territories.
Editorial note: In some instances, advisors and firms can register as exempt reporting advisors with the SEC, meaning they file an abridged version of the Form ADV. As a result, this is all of the available information for Remotiv / Financial Soundings. Please visit the SEC website for more information at https://www.sec.gov
Number of Advisors
Disclosures
Office Location
Remotiv / Financial Soundings by the Numbers
14
Fee Structure
Fees charged by financial advisors usually are based on which service is provided. Fees charged by Remotiv / Financial Soundings can be comprised of the following fee types: fixed or other. The company does not participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
The company provides services to pension plans. Remotiv / Financial Soundings's biggest client type is pension plans. None of the firm's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Remotiv / Financial Soundings does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Remotiv / Financial Soundings
Macclenny, FL
Miami, FL
Jacksonville, FL
Roswell, GA
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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