CONTRACTDISCUSSSED

Stifel Investment Services Included in Strategy Review

City of Laguna Beach logoCity of Laguna Beach
Document date
Aug 7, 2024

The 30-second brief

What it covers

The Committee reviewed investment strategies involving Stifel Investment Services. No contract action or changes were recorded during this meeting.

Who holds it

Stifel Investment Services holds this financial services contract with City of Laguna Beach. Its other public contracts on record include work for Newton Unified School District 373 and Solano Cemetery District.

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Contract details

Contract type
Financial Services
Document date
August 7, 2024
Source document
citizens_audit_review_and_investment_advisory_comm.pdf (Agenda)

Stifel Investment Services's other public contracts

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Questions about this contract

Who was awarded the financial services contract by City of Laguna Beach?

Stifel Investment Services was awarded this financial services contract by City of Laguna Beach, as recorded on August 7, 2024.

What type of contract is this?

This is a Financial Services contract, documented as a agenda record.

Where was this contract approved?

This contract appears in citizens_audit_review_and_investment_advisory_comm.pdf (Agenda), dated August 7, 2024 from City of Laguna Beach. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Stifel Investment Services hold?

Stifel Investment Services 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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