Vishria Bird Financial Group, LLC
Vishria Bird Financial Group, LLC (CRD# 291979) is a financial advisory firm headquartered in Memphis, TN. They manage $509,804,604 in 1,217 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
Vishria Bird Financial Group, LLC
By the Numbers
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Total Assets Under Management510MILLION
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Total Number of Accounts1,217ACCOUNTS
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Average Account Value$418,903
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, IL, MS, NC, NY, TN, TX
Financial Advisors at Vishria Bird Financial Group, LLC
1
Robert Bird (CRD# 2673780) is an Investment Advisor Representative working at Vishria Bird Financial Group, LLC in Memphis, TN and has over 28 years of experience in the finance industry.
2
Harish Vishria (CRD# 1844588) is an Investment Advisor Representative working at Vishria Bird Financial Group, LLC in Memphis, TN and has over 35 years of experience in the finance industry.
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