Vishria Bird Financial is an investment advisor in Memphis with $398.74 mm assets under management.
Company profile
Website
Employees
Location
SEC CIK
IRS number
824081603
SEC advisor number
801-112527
FINRA CRD number
291979
AUM ?
$509.80 mm
(as of 17 Feb 24)
Accounts
1,217
(as of 17 Feb 24)
Employees
7
(6 investment advisory or research)
Address
Vishria Bird Financial
1053 W REX ROAD
SUITE 2
MEMPHIS
TN 38119
1053 W REX ROAD
SUITE 2
MEMPHIS
TN 38119
Phone
901-683-5858
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 Jul 24
13F-HR
Quarterly holdings report by institutional manager
22 Apr 24
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
26 Oct 23
13F-HR
Quarterly holdings report by institutional manager
19 Jul 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
27 Oct 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
3 May 22