Talkabouthealth Dba Advizmo
RIASEC RegisteredEst. 2025
Total AUM
$1K
Discretionary
$1K
100% of AUM
Avg account
$250
Accounts
4
Employees
3
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 337485
- Registered since
- July 14, 2025
- Fee structure
- Percentage of AUM, Subscription Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Talkabouthealth Dba Advizmo is a small corporate RIA registered with the SEC in 2025 and owned by an individual. The firm serves individual and family clients and focuses on portfolio management for individuals and small businesses. Its stated fee arrangements combine a percentage-of-AUM schedule with subscription fees. The adviser does not identify as an active ESG investor, is not multi-state, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1Murray Jones
Founder and CEOCRD 8115328
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations