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
1053 W Rex Road, Suite 102, Memphis, TN 38119
https://www.vbfinancialgroup.com
By the Numbers
  • Total Assets Under Management
    510
    MILLION
  • Total Number of Accounts
    1,217
    ACCOUNTS
  • 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
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
Showing 1 - 2 of 2 top financial advisors.
1
Robert Bird, financial advisor Memphis TN
Robert F. Bird
CRD#: 2673780
1053 W Rex Road, Suite 102, Memphis, TN 38119

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, financial advisor Memphis TN
Harish V. Vishria
CRD#: 1844588
1053 W Rex Road, Suite 102, Memphis, TN 38119

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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