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Vishria Bird Financial Group, LLC

CRD 291979SEC# 801-112527Memphis, TN
Export (members)
No longer SEC-registered. Vishria Bird Financial Group, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$599.7M
Employees
7
Accounts
1,243
Location
Memphis, TN

Vishria Bird Financial Group, LLC assets under management

Vishria Bird Financial Group, LLC is a registered investment adviser overseen by the SEC based in Memphis, TN. It reports $599.7 million in regulatory assets under management and employs 7 people.

Vishria Bird Financial Group, LLC owners & executives

8 reported
NameTitleOwnershipSince
Harish Vasanji Vishria ControlManagerUnder 5%2018
Khakal Trust II ControlMemberUnder 5%2018
Khakuji Trust ControlMemberUnder 5%2018
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Frequently asked questions

How much does Vishria Bird Financial Group, LLC manage?

Vishria Bird Financial Group, LLC reports $599.7 million in regulatory assets under management on its Form ADV.

How many employees does Vishria Bird Financial Group, LLC have?

Vishria Bird Financial Group, LLC reports 7 employees.

Where is Vishria Bird Financial Group, LLC located?

Vishria Bird Financial Group, LLC is based in Memphis, TN.

Does Vishria Bird Financial Group, LLC disclose fund performance?

Vishria Bird Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1053 W Rex Road, Suite 102, Memphis, TN 38119
Office hours8:30a.m. To 5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$534.7M
Non-discretionary$65M
Total (RAUM)$599.7M