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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Tennessee
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 9, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KHAKAL TRUST II | DE | MEMBER | NA | Control |
| KHAKUJI TRUST | DE | MEMBER | NA | Control |
| TODD, SUSAN, FISHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TODD, SUSAN, FISHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TODD, SUSAN, FISHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TODD, SUSAN, FISHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TODD, SUSAN, FISHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TODD, SUSAN, FISHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TODD, SUSAN, FISHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TODD, SUSAN, FISHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TODD, SUSAN, FISHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TODD, SUSAN, FISHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TODD, SUSAN, FISHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TODD, SUSAN, FISHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TODD, SUSAN, FISHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TODD, SUSAN, FISHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TODD, SUSAN, FISHER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| VISHRIA, HARISH, VASANJI | I | MANAGER | NA | Control |
| VISHRIA, HARISH, VASANJI | I | MANAGER | NA | Control |
| VISHRIA, HARISH, VASANJI | I | MANAGER | NA | Control |
| VISHRIA, HARISH, VASANJI | I | MANAGER | NA | Control |
| VISHRIA, HARISH, VASANJI | I | MANAGER | NA | Control |
| VISHRIA, HARISH, VASANJI | I | MANAGER | NA | Control |
| VISHRIA, HARISH, VASANJI | I | MANAGER | NA | Control |
| VISHRIA, HARISH, VASANJI | I | MANAGER | NA | Control |
| VISHRIA, HARISH, VASANJI | I | MANAGER | NA | Control |
| VISHRIA, HARISH, VASANJI | I | MANAGER | NA | Control |
| VISHRIA, HARISH, VASANJI | I | MANAGER | NA | Control |
| VISHRIA, HARISH, VASANJI | I | MANAGER | NA | Control |
| VISHRIA, HARISH, VASANJI | I | MANAGER | NA | Control |
| VISHRIA, HARISH, VASANJI | I | MANAGER | NA | Control |
| VISHRIA, HARISH, VASANJI | I | MANAGER | NA | Control |
| VISHRIA, URMILA | I | MEMBER | NA | |
| VISHRIA, URMILA | I | MEMBER | NA | |
| VISHRIA, URMILA | I | MEMBER | NA | |
| VISHRIA, URMILA | I | MEMBER | NA | |
| VISHRIA, URMILA | I | MEMBER | NA | |
| VISHRIA, URMILA | I | MEMBER | NA | |
| VISHRIA, URMILA | I | MEMBER | NA | |
| VISHRIA, URMILA | I | MEMBER | NA | |
| VISHRIA, URMILA | I | MEMBER | NA | |
| VISHRIA, URMILA | I | MEMBER | NA | |
| VISHRIA, URMILA | I | MEMBER | NA | |
| VISHRIA, URMILA | I | MEMBER | NA | |
| VISHRIA, URMILA | I | MEMBER | NA | |
| VISHRIA, URMILA | I | MEMBER | NA | |
| VISHRIA, URMILA | I | MEMBER | NA | |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| KHAKAL TRUST II | DE | MEMBER | C | Control |
| KHAKAL TRUST II | DE | MEMBER | C | Control |
| KHAKAL TRUST II | DE | MEMBER | C | Control |
| KHAKAL TRUST II | DE | MEMBER | C | Control |
| KHAKAL TRUST II | DE | MEMBER | C | Control |
| KHAKAL TRUST II | DE | MEMBER | C | Control |
| KHAKAL TRUST II | DE | MEMBER | C | Control |
| KHAKAL TRUST II | DE | MEMBER | C | Control |
| KHAKAL TRUST II | DE | MEMBER | C | Control |
| KHAKAL TRUST II | DE | MEMBER | C | Control |
| KHAKAL TRUST II | DE | MEMBER | C | Control |
| KHAKAL TRUST II | DE | MEMBER | C | Control |
| KHAKAL TRUST II | DE | MEMBER | C | Control |
| KHAKAL TRUST II | DE | MEMBER | C | Control |
| KHAKUJI TRUST | DE | MEMBER | C | Control |
| KHAKUJI TRUST | DE | MEMBER | C | Control |
| KHAKUJI TRUST | DE | MEMBER | C | Control |
| KHAKUJI TRUST | DE | MEMBER | C | Control |
| KHAKUJI TRUST | DE | MEMBER | C | Control |
| KHAKUJI TRUST | DE | MEMBER | C | Control |
| KHAKUJI TRUST | DE | MEMBER | C | Control |
| KHAKUJI TRUST | DE | MEMBER | C | Control |
| KHAKUJI TRUST | DE | MEMBER | C | Control |
| KHAKUJI TRUST | DE | MEMBER | C | Control |
| KHAKUJI TRUST | DE | MEMBER | C | Control |
| KHAKUJI TRUST | DE | MEMBER | C | Control |
| KHAKUJI TRUST | DE | MEMBER | C | Control |
| KHAKUJI TRUST | DE | MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Vishria, Aaron | I | KHAKUJI TRUST | F | Control |
| Vishria, Aaron | I | KHAKAL TRUST II | F | Control |
| Vishria, Aaron | I | KHAKUJI TRUST | F | Control |
| Vishria, Aaron | I | KHAKAL TRUST II | F | Control |
| Vishria, Aaron | I | KHAKUJI TRUST | F | Control |
| Vishria, Aaron | I | KHAKAL TRUST II | F | Control |
| Vishria, Aaron | I | KHAKUJI TRUST | F | Control |
| Vishria, Aaron | I | KHAKAL TRUST II | F | Control |
| Vishria, Aaron | I | KHAKUJI TRUST | F | Control |
| Vishria, Aaron | I | KHAKAL TRUST II | F | Control |
| Vishria, Aaron | I | KHAKUJI TRUST | F | Control |
| Vishria, Aaron | I | KHAKAL TRUST II | F | Control |
| Vishria, Aaron | I | KHAKUJI TRUST | F | Control |
| Vishria, Aaron | I | KHAKAL TRUST II | F | Control |
| Vishria, Aaron | I | KHAKUJI TRUST | F | Control |
| Vishria, Aaron | I | KHAKAL TRUST II | F | Control |
| Vishria, Aaron | I | KHAKUJI TRUST | F | Control |
| Vishria, Aaron | I | KHAKAL TRUST II | F | Control |
| Vishria, Aaron | I | KHAKAL TRUST II | F | Control |
| Vishria, Aaron | I | KHAKUJI TRUST | F | Control |
| Vishria, Aaron | I | KHAKUJI TRUST | F | Control |
| Vishria, Aaron | I | KHAKAL TRUST II | F | Control |
| Vishria, Aaron | I | KHAKUJI TRUST | F | Control |
| Vishria, Aaron | I | KHAKAL TRUST II | F | Control |
| Vishria, Aaron | I | KHAKUJI TRUST | F | Control |
| Vishria, Aaron | I | KHAKAL TRUST II | F | Control |
Registrations
Federal
IA
Apr 9, 2025 REGISTERED
Notice Filings (9)
CA FL IL MS NC NJ NY TN TX
Address
1053 W REX ROADSUITE 102
MEMPHIS, TN 38119
United States
Phone: 901-216-1600