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VISHRIA BIRD FINANCIAL GROUP, LLC
1053 W Rex Road
Suite 102
Memphis, Tennessee 38119
Tel: 901-216-1600
About VISHRIA BIRD FINANCIAL GROUP, LLC
VISHRIA BIRD FINANCIAL GROUP, LLC, formally registered with the SEC as VISHRIA BIRD FINANCIAL GROUP, LLC. The firm was established in 02/26/2018. They have over 1 offices throughout the country.
VISHRIA BIRD FINANCIAL GROUP, LLC is a Memphis, Tennessee based Financial Planning firm with nearly $599,678,225 assets under management, offering retirement planning & investment advisory services to 1243 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 291979 |
| SEC# | 801-112527 |
| Assets Managed by Firm | $599,678,225 |
| No. of Clients | 1243 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1243 | $599,678,225 |
| Individuals (other than high net worth individuals) | 174 | $68,404,140 |
| High net worth individuals | 118 | $530,868,964 |
| Pension and profit sharing plans | 1 | $405,121 |
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