VISHRIA BIRD FINANCIAL GROUP, LLC

VISHRIA BIRD FINANCIAL GROUP, LLC of MEMPHIS, TN is an SEC-registered investment adviser (CRD 291979). Regulatory assets under management: $599.7M.

Registration

• CRD: 291979
• SEC file number: 801-112527
• Type: Registered investment adviser
• Location: 1053 W REX ROAD, SUITE 102, MEMPHIS, TN, 38119
• Phone: 901-216-1600
• Latest filing: 2025-04-08
• Regulatory AUM: $599.7M
• Discretionary AUM: $534.7M
• Non-discretionary AUM: $65.0M
• Clients: 7
• Accounts: 1,243

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (8)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 291979 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search