PFM Financial Advisor advises on CAMP Term reinvestments
Yorba Linda Water DistrictUtility District · Placentia, CA- Document date
- Apr 10, 2025
The 30-second brief
PFM Financial Advisor advising the district on reinvestment options for maturing CAMP Term investments. $13 million reinvested at a rate of 4.05% in March 2025, $7.5 million maturing on April 10, 2025.
Pfm Financial Advisor holds this investment advisor contract with Yorba Linda Water District. Its other public contracts on record include work for Truckee Meadows Water Authority and Eaton County.
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Contract details
- Contract type
- Investment Advisor
- Document date
- April 10, 2025
- Term
- NA
- Vendor
- Pfm Financial Advisor
- Source document
- yorba_linda_water_district_agenda_report_april_202.pdf (Agenda)
Pfm Financial Advisor's other public contracts
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Questions about this contract
Who was awarded the investment advisor contract by Yorba Linda Water District?
Pfm Financial Advisor was awarded this investment advisor contract by Yorba Linda Water District, as recorded on April 10, 2025.
What type of contract is this?
This is a Investment Advisor contract, documented as a agenda record.
Where was this contract approved?
This contract appears in yorba_linda_water_district_agenda_report_april_202.pdf (Agenda), dated April 10, 2025 from Yorba Linda Water District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Pfm Financial Advisor hold?
Pfm Financial Advisor 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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