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⚲
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| Vishria Bird Financial Group LLC
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|
|
|---|---|
| CRD # | 291979 |
| SEC # | 801-112527 |
| CIK # | 0001746438 |
| AUM | $398.7 MM (2023-02-18) |
| Employees | 8 (88% Investors, 62% Brokers) |
| Phone | 901-216-1600 |
| Address | 1053 W Rex Road Memphis, TN 38119 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 0.0 | |
| FDX | 62,226.1 | 0.0 | |
| MSFT | 1,918,222.4 | 0.0 | |
| AMZN | 1,092,997.8 | 0.0 | |
| BP | 93,834.6 | 0.0 | |
| GOOGL | 1,475,138.5 | 0.0 | |
| BX | 69,051.8 | 0.0 | |
| SNOW | 45,730.1 | 0.0 | |
| AMPL | 1,649.4 | 0.0 | |
| GOOG | 1,482,566.4 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 191 | 66.0 |
| (b) Individuals (high net worth individuals) | 84 | 318.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 18 | 14.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,246 | 398.7 |
| By Discretionary | ||
| Discretionary | 1,068 | 363.1 |
| Non-Discretionary | 178 | 35.6 |
| Total | 1,246 | 398.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 398.7 | |
| Total | 1,246 | 398.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001746438] |
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|---|---|---|
|
Clear Rock Advisors LLC
✚
|
TX | 0.4 |
|
Little House Capital LLC
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MA | 0.4 |
|
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NJ | 0.4 |
|
Verum Partners LLC
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NC | 0.4 |
|
Bright Financial Advisors Inc
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MI | 0.4 |
|
Lazari Capital Management Inc
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|
CA | 0.4 |
|
Highmark Wealth Management LLC
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MN | 0.4 |
|
Cordatus Wealth Management LLC
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|
PA | 0.4 |