RIVERBRIDGE

80 South Eighth Street
Suite 1500
Minneapolis, Minnesota 55402
Tel: 612-904-6200

About RIVERBRIDGE

RIVERBRIDGE, formally registered with the SEC as RIVERBRIDGE. The firm was established in 04/10/2000. They have over 2 offices throughout the country.

RIVERBRIDGE is a Minneapolis, Minnesota based Financial Planning firm with nearly $7,429,289,527 assets under management, offering retirement planning & investment advisory services to 4771 clients. The firm is staffed with 45 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108074
SEC#	801-57432
Assets Managed by Firm	$7,429,289,527
No. of Clients	4771
No. of Advisors	45

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	4771	$7,429,289,527
High net worth individuals	4458	$3,453,281,792
Pension and profit sharing plans	40	$746,758,631
Charitable organizations	97	$402,572,699
Corporations or other businesses	154	$586,858,975

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