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PFM Continues as Investment Advisor for City Funds

City of Rowlett city
Document date
May 7, 2024

The 30-second brief

What it covers

Rowlett's City Council received the second quarter investment report prepared by PFM Asset Management, Inc., which advises and manages the City's investment portfolio.

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_council_meeting_agenda_may_7_2024.pdf (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

More City of Rowlett city contracts

Hoefer Welker LLCRowlett Amends Hoefer Welker Herfurth Park Agreement · Oct 20, 2026UndisclosedNorth Texas Tollway AuthorityRowlett Plans Two-Year NTTA Law Enforcement Agreement · Oct 20, 2026Strategic Government Resources IncRowlett Ratifies Strategic Government Resources Fire Chief Agreement · Oct 20, 2026UndisclosedU.S. Bancorp Asset Management IncRowlett Considers Investment Advisory Agreement Renewal · Oct 20, 2026UndisclosedDallas Area Rapid Transit (Dart)Rowlett Continues DART Agreement Tied To $4.68 Million · Oct 20, 2026All City of Rowlett city activityAgency profile

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_council_meeting_agenda_may_7_2024.pdf (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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