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Building 2VISHRIA BIRD FINANCIAL GROUP, LLC

Map pinMEMPHIS, TN
Phone901-216-1600
NotebookSEC #801-112527
Total AUM
$599.7M
Employees
7
Clients
293

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1053 W REX ROAD
SUITE 102
MEMPHIS
TN 38119
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
901-216-1600

ReceiptFinancials

Total AUM
$599.7M
Accounts
1,243
Discretionary
$534.7M
Accounts
1,074
Non-Discretionary
$65M
Accounts
169

ContactClients

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Individual Clients
174
AUM
$68.4M
HNW Individual Clients
118
AUM
$530.9M
Pension/Profit Sharing Plan Clients
1
AUM
$405.1K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILMSNCTNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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