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PFM Continues Investment Advisory Services for Rowlett

City of Rowlett city
Document date
May 7, 2024

The 30-second brief

What it covers

PFM Asset Management, Inc. continues its role as Rowlett's financial advisor, preparing quarterly investment reports and managing the City's investment portfolio for compliance with the Public Funds Investment Act.

Who holds it

Pfm Asset Management Inc holds this financial services contract with City of Rowlett city. Its other public contracts on record include work for City of Marion and City of Oakley.

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Contract details

Contract type
Financial Services
Document date
May 7, 2024
Vendor
Pfm Asset Management Inc
Agency
City of Rowlett city
Source document
City of Rowlett City Council Meeting Agenda May 2024 (Agenda)

Pfm Asset Management Inc's other public contracts

City of Marion, IowaPFM Asset Management Provides City Investment Analysis · Oct 23, 2026UndisclosedCity of Oakley, CaliforniaPFM Asset Management Quarterly Review Presented · Jun 30, 2026UndisclosedCity of Milford, DelawareCity Utilizes PFM for Investment Management · Jun 22, 2026UndisclosedCity of Chandler, ArizonaPFM manages workers’ comp trust investment portfolio · Jun 6, 2026UndisclosedCity of Milford city, DelawareCity Continues Investment Management Services with PFM · Apr 27, 2026UndisclosedAll Pfm Asset Management Inc contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by City of Rowlett city?

Pfm Asset Management Inc was awarded this financial services contract by City of Rowlett city, as recorded on May 7, 2024.

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 City of Rowlett City Council Meeting Agenda May 2024 (Agenda), dated May 7, 2024 from City of Rowlett city. 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.

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What is City of Rowlett city currently buying?

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

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