FINANCIAL_SERVICESONGOING

Town of San Anselmo Town Council Agenda Packet April 28, 2026

Investment account maintained with Wells Fargo Securities

Town of San AnselmoWELLS FARGO SECURITIESApril 28, 2026

Trusted by teams at

Description

San Anselmo holds an investment account with Wells Fargo Securities, with funds custodied at Wells Fargo, as part of its overall investment strategy. The account is detailed in the March 31, 2026 Treasurer’s Investment Report.

Contract Details

Vendor

WELLS FARGO SECURITIES

Agency

Town of San Anselmo, CA

Contract Type

FINANCIAL_SERVICES

Document Date

April 28, 2026

Renewal Info

Brokerage/investment management relationship is ongoing; the report does not specify term or renewal dates.

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