Glendale Plans Investment Advisory Amendment With Public Trust
City of GlendaleCity · Glendale, AZ- Disclosed value
- Increase of $72,000; total not to exceed $472,000
- From agenda
- Document date
- Aug 26, 2025
- Term
- September 8, 2025 – March 7, 2026
The 30-second brief
Glendale plans to amend its agreement with Public Trust Advisors for investment advisory and portfolio management services. The amendment would add $72,000, bringing total compensation to $472,000, and extend the term through March 7, 2026.
Public Trust Advisors LLC holds this financial services contract with City of Glendale. Its other public contracts on record include work for Lee County School District and Contra Costa Transportation Authority.
Term as filed: September 8, 2025 – March 7, 2026.
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Contract details
- Contract type
- Financial Services
- Amount
- Increase of $72,000; total not to exceed $472,000
- Document date
- August 26, 2025
- Term
- September 8, 2025 – March 7, 2026
- Agency
- City of Glendale
- Source document
- City of Glendale Agenda Voting Meeting 2025-08-26 (Agenda)
Public Trust Advisors LLC's other public contracts
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Questions about this contract
Who was awarded the financial services contract by City of Glendale?
Public Trust Advisors LLC was awarded this financial services contract by City of Glendale, as recorded on August 26, 2025. The contract value is Increase of $72,000; total not to exceed $472,000.
How much is the Public Trust Advisors LLC contract with City of Glendale worth?
The Public Trust Advisors LLC contract with City of Glendale is valued at Increase of $72,000; total not to exceed $472,000, covering financial services work.
What type of contract is this?
This is a Financial Services contract, documented as a agenda record, structured as a not-to-exceed (ceiling) agreement.
Where was this contract approved?
This contract appears in City of Glendale Agenda Voting Meeting 2025-08-26 (Agenda), dated August 26, 2025 from City of Glendale. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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What other contracts does Public Trust Advisors LLC hold?
Public Trust Advisors LLC 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 Glendale currently buying?
Explore City of Glendale's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.