VISHRIA BIRD FINANCIAL GROUP, LLC
CRD #291979 SEC #801-112527 MEMPHIS, TN 901-216-1600
SEC Registered
Total AUM
$599.7M
Discretionary
$534.7M
Employees
7
Clients
251
Accounts
1,243
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $599.7M | $534.7M | $65M | 7 | 2 |
| Feb 2025 | $599.7M | $534.7M | $65M | 7 | 2 |
| Nov 2024 | $509.8M | $467.1M | $42.8M | 7 | 2 |
| Feb 2024 | $509.8M | $467.1M | $42.8M | 7 | 2 |
| Jun 2023 | $398.7M | $363.1M | $35.6M | 8 | 1 |
| Feb 2023 | $398.7M | $363.1M | $35.6M | 8 | 1 |
| Feb 2022 | $474.7M | $443.4M | $31.3M | 7 | 1 |
| Dec 2021 | $390.5M | $355.7M | $34.8M | 7 | 1 |
| Mar 2021 | $390.5M | $355.7M | $34.8M | 7 | 1 |
| Jun 2020 | $310.5M | $291.7M | $18.9M | 7 | 1 |
| Feb 2020 | $310.5M | $291.7M | $18.9M | 7 | 1 |
| Jan 2019 | $233M | $221.9M | $11.1M | 7 | 0 |
| Oct 2018 | $240M | $225.8M | $14.2M | 7 | 0 |
| Jun 2018 | $240M | $225.8M | $14.2M | 7 | 0 |
| Jan 2018 | $0 | $0 | $0 | 7 | 0 |
DateApr 2025
Total AUM$599.7M
Discretionary$534.7M
Non-Disc.$65M
Employees7
Clients2
DateFeb 2025
Total AUM$599.7M
Discretionary$534.7M
Non-Disc.$65M
Employees7
Clients2
DateNov 2024
Total AUM$509.8M
Discretionary$467.1M
Non-Disc.$42.8M
Employees7
Clients2
DateFeb 2024
Total AUM$509.8M
Discretionary$467.1M
Non-Disc.$42.8M
Employees7
Clients2
DateJun 2023
Total AUM$398.7M
Discretionary$363.1M
Non-Disc.$35.6M
Employees8
Clients1
DateFeb 2023
Total AUM$398.7M
Discretionary$363.1M
Non-Disc.$35.6M
Employees8
Clients1
DateFeb 2022
Total AUM$474.7M
Discretionary$443.4M
Non-Disc.$31.3M
Employees7
Clients1
DateDec 2021
Total AUM$390.5M
Discretionary$355.7M
Non-Disc.$34.8M
Employees7
Clients1
DateMar 2021
Total AUM$390.5M
Discretionary$355.7M
Non-Disc.$34.8M
Employees7
Clients1
DateJun 2020
Total AUM$310.5M
Discretionary$291.7M
Non-Disc.$18.9M
Employees7
Clients1
DateFeb 2020
Total AUM$310.5M
Discretionary$291.7M
Non-Disc.$18.9M
Employees7
Clients1
DateJan 2019
Total AUM$233M
Discretionary$221.9M
Non-Disc.$11.1M
Employees7
Clients0
DateOct 2018
Total AUM$240M
Discretionary$225.8M
Non-Disc.$14.2M
Employees7
Clients0
DateJun 2018
Total AUM$240M
Discretionary$225.8M
Non-Disc.$14.2M
Employees7
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0