FINANCIAL_SERVICESONGOING

Healdsburg Reviews PFM Managed Investment Portfolio

Healdsburg reviewed its February 2026 investment report covering the City's ongoing managed account with PFM Asset Management, a division of U.S. Bancorp Asset Management, Inc. The managed portfolio had a reported market value of approximately $45.4 million as of February 28, 2026.

Document date · April 6, 2026

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Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Document type
AgendaPacket
Source document
City of Healdsburg AgendaPacket Regular Meeting April 06, 2026

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Frequently asked questions

Common questions about this contract, answered from the record.

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

Pfm Asset Management, a Division of U.s. Bancorp Asset Management Inc was awarded this financial services contract by City of Healdsburg, as recorded on April 6, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in City of Healdsburg AgendaPacket Regular Meeting April 06, 2026 (AgendaPacket), dated April 6, 2026 from City of Healdsburg. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Pfm Asset Management, a Division of U.s. Bancorp Asset Management Inc hold?

Pfm Asset Management, a Division of U.s. Bancorp Asset Management Inc may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Pfm Asset Management, a Division of U.s. Bancorp Asset Management Inc's profile

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