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Aaron Vishria

VISHRIA BIRD FINANCIAL GROUP, LLC·MEMPHIS, Tennessee
Unclaimed Profile
1053 W REX ROAD, MEMPHIS, TN 38119CRD# 6905465Firm CRD# 291979
01

About

Aaron Vishria is a registered financial advisor based in MEMPHIS, Tennessee, affiliated with VISHRIA BIRD FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
VISHRIA BIRD FINANCIAL GROUP, LLC
VISHRIA BIRD FINANCIAL GROUP, LLC
AUM
$510M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at VISHRIA BIRD FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6905465
Firm CRD# 291979
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Aaron Vishria offer?
Aaron Vishria specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MEMPHIS, Tennessee for a consultation.
What are Aaron Vishria's credentials?
Aaron Vishria is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aaron Vishria located?
Aaron Vishria is based in MEMPHIS, Tennessee, working with VISHRIA BIRD FINANCIAL GROUP, LLC. Their office serves clients in the MEMPHIS metropolitan area and surrounding communities.
How does Aaron Vishria charge for services?
Aaron Vishria's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VISHRIA BIRD FINANCIAL GROUP, LLC?
VISHRIA BIRD FINANCIAL GROUP, LLC has approximately 7 employees and manages $510M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MEMPHIS
Michael Heflin Tindal — HIGHLAND CAPITAL MANAGEMENT, LLCSteven Michael Stack — HIGHLAND CAPITAL MANAGEMENT, LLCChristopher Webster Canale — CONSULTING SERVICES GROUP, LLCDavid Sewall Waddell — WADDELL & ASSOCIATES, LLCWilliam Robert Renovich — WOLF RIVER CAPITAL MANAGEMENT, LLC
Nearby cities in Tennessee
NASHVILLE (391)CHATTANOOGA (164)KNOXVILLE (157)BRENTWOOD (154)FRANKLIN (76)
City Guides
NASHVILLE GuideCHATTANOOGA GuideKNOXVILLE GuideBRENTWOOD GuideFRANKLIN Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
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