Annie Rani Paul
Investment adviser representative at Riverbridge
11 yearsExperience
1 stateRegistered in
$5BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- RiverbridgeJan 2021 to now
- Riverbridge Partners, LLCOct 2019 to now
- Unitedhealth GroupMay 2017 to Oct 2019
- Tripletree LLCJun 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (MN).
Riverbridge
Legal name: Riverbridge Partners LLC
$5BAssets managed
3,656Clients
12Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7296109
- Firm CRD
- 108074