CONTRACTAPPROVED

Lee County Awards Financial Advisory Services Contract to Pfm Asset Management LLC (May 2025)

Approved: May 6, 2025
Term: 3 years

What it covers

PFM Financial Advisors LLC has been awarded a Request for Proposal to provide financial advisory services and fiscally responsible processes for conducting the sale of bonds on an as-needed basis for three years

Who holds it

Pfm Asset Management LLC holds this financial advisory services contract with Lee County. Its other public contracts on record include work for City of Redwood and Village Community Development Districts.

What happens next

Term as filed: 3 years.

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Contract details

Contract type: Financial Advisory Services
Document date: May 6, 2025
Term: 3 years
Vendor: Pfm Asset Management LLC
Agency: Lee County
Source document: lee-county-board-of-county-commissioners-meeting-agenda-may-6-2025_c2f.pdf (Agenda)

Pfm Asset Management LLC's other public contracts

City of Redwood, CaliforniaRedwood City Plans PFM Investment Advisory Agreement · Oct 24, 2026Undisclosed Village Community Development Districts, FloridaInvestment Committee Schedules PFM Asset Management Discussion · Oct 23, 2026Undisclosed City of Redwood, CaliforniaRedwood City Recommends PFM Investment Advisory Contract · Oct 23, 2026 Oro Loma Sanitary District, CaliforniaPFM Manages Oro Loma District Investments · Oct 21, 2026Undisclosed Kalamazoo County, MichiganCounty Approves PFM Investment Advisory Payment · Oct 20, 2026$3.6K All Pfm Asset Management LLC contractsVendor profile

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Questions about this contract

Who was awarded the financial advisory services contract by Lee County?

Pfm Asset Management LLC was awarded this financial advisory services contract by Lee County, as recorded on May 6, 2025.

What type of contract is this?

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

Where was this contract approved?

This contract appears in lee-county-board-of-county-commissioners-meeting-agenda-may-6-2025_c2f.pdf (Agenda), dated May 6, 2025 from Lee County. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Pfm Asset Management LLC hold?

Pfm Asset Management LLC 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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Explore Lee County's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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