Simetria Advisory Group LLC

RIASEC & State Registered

Total AUM

$202M

Discretionary

$196M

97% of AUM

Avg account

$484K

Accounts

417

Employees

14

Advisory reps

13

Firm details

Headquarters: Miami, Florida
CRD number: 288563
Registered since: November 18, 2025
Website: www.pluralmarkets.com
Custodians: INTERACTIVE BROKERS LLC, SAFRA SECURITIES LLC, CHARLES SCHWAB & CO., INC., UBS FINANCIAL SERVICES INC., AVENUE SECURITIES LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Corporations / Businesses52.12%
Individuals32.08%
HNWI15.79%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Simetria Advisory Group LLC is an SEC-registered investment adviser (registered in 2025) that provides portfolio management for both individual/family clients and for business or institutional clients. The firm charges either a percentage of assets under management or fixed fees and reports advisory activity focused on discretionary portfolio management. Simetria discloses industry relationships with broker‑dealers, other investment advisers and banking or thrift institutions. The firm does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities63%
US Government Bonds12%
Investment Grade Corp Bonds10%
Cash & Cash Equivalents8%
Other4%

Owners & executives

3 of 3

Victor Mecozzi
Chief Operating OfficerCRD 6266181
Diogo Cavalcanti
Managing Member And Chief Compliance OfficerCRD 5510643
Eraldo De Paola Neto
Chief Compliance OfficerCRD 6626480

Contacts

3 of 10

Marco Muricy
Registered RepresentativeCRD 7053078
Priscilla Chor Goldenstein
AnalystCRD 7146090
Antonio Andrade
Investment AdvisorCRD 7385231

Unlock 7 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, 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: 2601 S Bayshore Dr
Time zone: ET (UTC-5)
Office locations

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