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Beirne Wealth for Investment Advisory Services contract

City of Milford
Disclosed value
$96,727.35
From agenda
Document date
Jul 17, 2025
Term
07/01/2025 – 09/30/2025

The 30-second brief

What it covers

Beirne Wealth is providing investment advisory services to the City of Milford Pension and Retirement Board. The contract is for the period of July 1, 2025, to September 30, 2025, for a total of $96,727.35.

Who holds it

Beirne Wealth holds this investment advisory contract with City of Milford. Its other public contracts on record include work for Town of Easton and Milford Redevelopment and Housing Partnership.

What happens next

Term as filed: 07/01/2025 – 09/30/2025.

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Contract details

Contract type
Investment Advisory
Amount
$96,727.35
Document date
July 17, 2025
Term
07/01/2025 – 09/30/2025
Vendor
Beirne Wealth
Agency
City of Milford
Source document
city-of-milford-pension-and-retirement-board-agenda-july-17-2025_be3.pdf (Agenda)

Beirne Wealth's other public contracts

City of Milford, ConnecticutBeirne Wealth Scheduled To Present Investment Report · Oct 23, 2026UndisclosedCity of Milford, ConnecticutBeirne Wealth Scheduled To Present Investment Report · Oct 20, 2026UndisclosedTown of Easton, ConnecticutCommission Hears Investment Update From Beirne Wealth · Mar 10, 2026UndisclosedMilford Redevelopment and Housing Partnership, ConnecticutBeirne Wealth's $96,727.35 Investment Services Invoice · Jul 17, 2025$96.7KMilford School District, ConnecticutBeirne Wealth Paid $96K for Investment Advisory · Jul 17, 2025$96.7KAll Beirne Wealth contractsVendor profile

More City of Milford contracts

GAMCOPension Board Lists GAMCO Investment Services Invoice · Oct 23, 2026$72.3KPaolini, Michael JPaolini Identified As Pension Board Independent Accountant · Oct 23, 2026UndisclosedPaolini, Michael JPension Board Lists Paolini Accounting Services Invoice · Oct 23, 2026$11.9KPrincipal Custody SolutionsPension Board Lists Principal Custody Services Invoice · Oct 23, 2026$1.8KWeston & SampsonWeston & Sampson Reports on Sewer Infrastructure Projects · Oct 23, 2026UndisclosedAll City of Milford activityAgency profile

Questions about this contract

Who was awarded the investment advisory contract by City of Milford?

Beirne Wealth was awarded this investment advisory contract by City of Milford, as recorded on July 17, 2025. The contract value is $96,727.35.

How much is the Beirne Wealth contract with City of Milford worth?

The Beirne Wealth contract with City of Milford is valued at $96,727.35, covering investment advisory work.

What type of contract is this?

This is a Investment Advisory contract, documented as a agenda record.

Where was this contract approved?

This contract appears in city-of-milford-pension-and-retirement-board-agenda-july-17-2025_be3.pdf (Agenda), dated July 17, 2025 from City of Milford. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Beirne Wealth hold?

Beirne 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.

What is City of Milford currently buying?

Explore City of Milford's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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