Vishria Bird Financial Group, Llc

Vishria Bird Financial Group, Llc

Memphis, Tennessee

5.0

18 Reviews

Vishria Bird Financial Group, LLC, a local investment advisory firm based out of Memphis, TN, prides itself on providing exceptional financial services to its clients. With a team of eight dedicated professionals, including seven experienced investment advisors, the company offers comprehensive investment advisory services. Vishria Bird Financial Group manages an impressive $37,780,000 in assets under management per investment advisor, reflecting their expertise in delivering effective investment strategies. Their compensation structure encompasses various types, such as a percentage of assets under management and performance-bas...see more

Assets Under Mgmt

$398.74M

Investment Professionals

7

Locations

0

% 401K & Individual

17%

% Discretionary

91%

Compensation Structure

  • A percentage of assets under your management
  • Fixed Fees

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Reviews for Vishria Bird Financial Group, Llc

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