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VISHRIA BIRD FINANCIAL GROUP, LLC
VISHRIA BIRD FINANCIAL GROUP, LLC
MEMPHIS, Tennessee
·
4 registered advisors
·
CRD# 291979
SEC# 801-112527
0
901-216-1600
01
Firm Overview
AUM
$510M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at VISHRIA BIRD FINANCIAL GROUP, LLC
4 registered advisors
Aaron Vishria
MEMPHIS, Tennessee
CRD# 6905465
Harish Vasanji Vishria
MEMPHIS, Tennessee
CRD# 1844588
Susan Fisher Todd
MEMPHIS, Tennessee
CRD# 6266920
Urmila Vishria
MEMPHIS, Tennessee
CRD# 1508034
05
Office Locations
MEMPHIS, Tennessee
4 advisors
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Data sourced from SEC Form ADV filings. VISHRIA BIRD FINANCIAL GROUP, LLC (CRD# 291979) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.