CONTRACTAPPROVED

Rockwood R-VI School District Awards $10,449 Investment Advisory Contract to Pfm Asset Management LLC (March 2023)

Disclosed value: $10,449.24; From meeting minutes
Approved: Mar 16, 2023
Term: 5 year

What it covers

The Board of Education approved a 5-year contract with PFM Asset Management, LLC (PFMAM) for Investment Advisory Services. The annual advisory services fee is estimated to be $10,449.24.

Who holds it

Pfm Asset Management LLC holds this investment advisory contract with Rockwood R-VI School District. Its other public contracts on record include work for City of Redwood and Village Community Development Districts.

What happens next

Term as filed: 5 year.

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Contract details

Contract type: Investment Advisory
Amount: $10,449.24
Document date: March 16, 2023
Term: 5 year
Vendor: Pfm Asset Management LLC
Agency: Rockwood R-VI School District
Source document: rockwood-r-vi-school-district-meeting-minutes-2023-03-16_a46.txt (Meeting Minutes)

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

More Rockwood R-VI School District contracts

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Questions about this contract

Who was awarded the investment advisory contract by Rockwood R-VI School District?

Pfm Asset Management LLC was awarded this investment advisory contract by Rockwood R-VI School District, as recorded on March 16, 2023. The contract value is $10,449.24.

How much is the Pfm Asset Management LLC contract with Rockwood R-VI School District worth?

The Pfm Asset Management LLC contract with Rockwood R-VI School District is valued at $10,449.24, covering investment advisory work.

What type of contract is this?

This is a Investment Advisory contract, documented as a meeting minutes record.

Where was this contract approved?

This contract appears in rockwood-r-vi-school-district-meeting-minutes-2023-03-16_a46.txt (Meeting Minutes), dated March 16, 2023 from Rockwood R-VI School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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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.

What is Rockwood R-VI School District currently buying?

Explore Rockwood R-VI School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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