CONTRACTONGOING

Coastal Securities Manages City Investment Segment

Disclosed value: $15,272,331.00 (market value of securities as of 6/30/2022); From report
Document date: Jun 30, 2022

What it covers

Coastal Securities serves as one of the City of Edmond’s broker/dealers under the Bank of Oklahoma securities program, managing over $15 million in investments as of June 30, 2022. The engagement supports the City’s diversified fixed-income portfolio.

Who holds it

Coastal Securities holds this financial services contract with City of Edmond. Its other public contracts on record include work for Rockwall Independent School District and Red Oak Independent School District.

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Contract details

Contract type: Financial Services
Amount: $15,272,331.00 (market value of securities as of 6/30/2022)
Document date: June 30, 2022
Vendor: Coastal Securities
Agency: City of Edmond
Source document: City of Edmond Monthly Investment Report June 2022 (Report)

Coastal Securities's other public contracts

Rockwall Independent School District, TexasCoastal Securities Added to Qualified Broker Roster · Aug 17, 2026Undisclosed Red Oak Independent School District, TexasRed Oak Recommends Coastal for Training · Jun 30, 2026Undisclosed Little Cypress-Mauriceville Cisd, TexasCoastal Securities to provide investment training · Nov 10, 2025Undisclosed Lake Travis Isd, TexasCoastal Securities approved as broker/dealer for investments · Sep 17, 2025Undisclosed Lake Travis Isd, TexasCoastal Securities approved as broker/dealer · Oct 16, 2024Undisclosed All Coastal Securities contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by City of Edmond?

Coastal Securities was awarded this financial services contract by City of Edmond, as recorded on June 30, 2022. The contract value is $15,272,331.00 (market value of securities as of 6/30/2022).

How much is the Coastal Securities contract with City of Edmond worth?

The Coastal Securities contract with City of Edmond is valued at $15,272,331.00 (market value of securities as of 6/30/2022), covering financial services work.

What type of contract is this?

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

Where was this contract approved?

This contract appears in City of Edmond Monthly Investment Report June 2022 (Report), dated June 30, 2022 from City of Edmond. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Coastal Securities hold?

Coastal Securities may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

What is City of Edmond currently buying?

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

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