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Coastal Securities Manages Portion of City Portfolio

City of Edmond logoCity of Edmond
Disclosed value
$14,879,663.00 (market value as of 10/31/2022)
From report
Document date
Oct 31, 2022

The 30-second brief

What it covers

Coastal Securities manages $14,879,663.00 of the City of Edmond's pooled investment holdings as of October 31, 2022. This allocation represents nearly 5 percent of the pooled investment 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
$14,879,663.00 (market value as of 10/31/2022)
Document date
October 31, 2022
Vendor
Coastal Securities
Agency
City of Edmond
Source document
City of Edmond Monthly Investment Report October 2022 (Report)

Coastal Securities's other public contracts

Rockwall Independent School District, TexasCoastal Securities Added to Qualified Broker Roster · Aug 17, 2026UndisclosedRed Oak Independent School District, TexasRed Oak Recommends Coastal for Training · Jun 30, 2026UndisclosedLittle Cypress-Mauriceville Cisd, TexasCoastal Securities to provide investment training · Nov 10, 2025UndisclosedLake Travis Isd, TexasCoastal Securities approved as broker/dealer for investments · Sep 17, 2025UndisclosedLake Travis Isd, TexasCoastal Securities approved as broker/dealer · Oct 16, 2024UndisclosedAll 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 October 31, 2022. The contract value is $14,879,663.00 (market value as of 10/31/2022).

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

The Coastal Securities contract with City of Edmond is valued at $14,879,663.00 (market value as of 10/31/2022), 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 October 2022 (Report), dated October 31, 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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