FINANCIAL_SERVICESONGOING

PFM Assists District with Investment Policy Review

San Juan Water District continues to use PFM Asset Management, Inc. as its investment advisor to assist in reviewing and implementing the District’s Investment Policy. The April 15, 2026 staff report references PFM’s role in the latest policy review.

Status
ONGOING
Document date
April 12, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Pfm Asset Management Inc
Agency
Cape San Juan Water District · WA

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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 type
FINANCIAL_SERVICES
Document type
Agenda
Source document
San Juan Water District Board Meeting Agenda April 15 2026

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Cape San Juan Water District?

Pfm Asset Management Inc was awarded this financial services contract by Cape San Juan Water District, as recorded on April 12, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in San Juan Water District Board Meeting Agenda April 15 2026 (Agenda), dated April 12, 2026 from Cape San Juan Water District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Pfm Asset Management Inc hold?

Pfm Asset Management Inc 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 Pfm Asset Management Inc's profile

What is Cape San Juan Water District currently buying?

Explore Cape San Juan Water District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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