Investment Servicesongoing

Southeastern Advisory Services Quarterly Performance Review

Review of Quarterly Performance Report as June 30, 2025, joining with Mariner effective 10/1/2025. Jeff Swanson (SEAS) to be present.

Status
ongoing
Document date
September 9, 2025
Contract type
Investment Services
Vendor
Southeastern Advisory Services
Agency
City of Coral Springs · FL

Trusted by teams at

Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract amount
NA
Contract type
Investment Services
Contract term
Quarter ending 3/31/2025
Document type
Agenda
Source document
city-of-coral-springs-pension-board-meeting-agenda-2025-09-09_2dc.pdf

Related contracts

Other contracts from Southeastern Advisory Services.

View all →

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the investment services contract by City of Coral Springs?

Southeastern Advisory Services was awarded this investment services contract by City of Coral Springs, as recorded on September 9, 2025.

What type of contract is this?

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

Where was this contract approved?

This contract appears in city-of-coral-springs-pension-board-meeting-agenda-2025-09-09_2dc.pdf (Agenda), dated September 9, 2025 from City of Coral Springs. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Southeastern Advisory Services hold?

Southeastern Advisory 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.

View Southeastern Advisory Services's profile

What is City of Coral Springs currently buying?

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

View City of Coral Springs's profile

Bring us your territory.
We'll show you what is forming.

B2G and SLED sales intelligence. Surface government procurement signals from 80,000+ state, local, and education agencies months before the RFP.

Try Civic IQ for free