PFM Financial Advisors to Advise Lee County
Lee CountyCounty · Fort Myers, FL- Document date
- Jan 3, 2025
- Term
- 3 years
The 30-second brief
Lee County has contracted PFM Financial Advisors LLC for financial advisory services. The agreement covers bond issuance, investment services, and general financial consulting on an as-needed basis for an initial three-year term, with potential for renewal.
Pfm Financial Advisors holds this financial advisor contract with Lee County. Its other public contracts on record include work for Ebensburg Borough Municipal Authority and City of Johnston.
Term as filed: 3 years.
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Contract details
- Contract type
- Financial Advisor
- Document date
- January 3, 2025
- Term
- 3 years
- Vendor
- Pfm Financial Advisors
- Agency
- Lee County
- Source document
- lee-county-agreement-for-financial-advisor_a98.pdf (Contract)
Pfm Financial Advisors's other public contracts
More Lee County contracts
Questions about this contract
Who was awarded the financial advisor contract by Lee County?
Pfm Financial Advisors was awarded this financial advisor contract by Lee County, as recorded on January 3, 2025.
What type of contract is this?
This is a Financial Advisor contract, documented as a contract record.
Where was this contract approved?
This contract appears in lee-county-agreement-for-financial-advisor_a98.pdf (Contract), dated January 3, 2025 from Lee County. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Pfm Financial Advisors hold?
Pfm Financial Advisors 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 Lee County currently buying?
Explore Lee County's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.