CONTRACTONGOING

Citizens Private Wealth accounts allocation reviewed

Town of Hollis
Document date
Sep 23, 2025

The 30-second brief

What it covers

Citizens Private Wealth asset allocation reviewed for performance and adherence to IPS.

Who holds it

Citizens Private Wealth holds this asset allocation contract with Town of Hollis. Its other public contracts on record include work for City of Lebanon and Town of Pittsfield.

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Contract details

Contract type
Asset Allocation
Document date
September 23, 2025
Term
NA
Source document
town-of-hollis-trustees-of-the-trust-funds-meeting-minutes-september-23-2025_f1a.pdf (Minutes)

Citizens Private Wealth's other public contracts

More Town of Hollis contracts

Questions about this contract

Who was awarded the asset allocation contract by Town of Hollis?

Citizens Private Wealth was awarded this asset allocation contract by Town of Hollis, as recorded on September 23, 2025.

What type of contract is this?

This is a Asset Allocation contract, documented as a minutes record.

Where was this contract approved?

This contract appears in town-of-hollis-trustees-of-the-trust-funds-meeting-minutes-september-23-2025_f1a.pdf (Minutes), dated September 23, 2025 from Town of Hollis. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Citizens Private Wealth hold?

Citizens Private Wealth may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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