Vishria Bird Financial Group, LLC
CRD 291979SEC# 801-112527Memphis, TN
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Harish Vasanji Vishria Control | Manager | Under 5% | 2018 |
| Khakal Trust II Control | Member | Under 5% | 2018 |
| Khakuji Trust Control | Member | Under 5% | 2018 |
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Join to unlock · $37/moFrequently 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
| Address | 1053 W Rex Road, Suite 102, Memphis, TN 38119 |
| Office hours | 8:30a.m. To 5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$599.7MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$599.7Mregulatory AUM
Discretionary $534.7MNon-discretionary $65M