Healdsburg Reviews PFM Investment Portfolio Report
City of HealdsburgCity · Healdsburg, CA- Document date
- Nov 14, 2026
The 30-second brief
Healdsburg City Council will consider approving the September 2026 investment report covering the City’s managed portfolio with PFM Asset Management. The report identifies a managed account market value of $54.99 million as of September 30, 2026.
Pfm Asset Management holds this financial services contract with City of Healdsburg. Its other public contracts on record include work for San Gorgonio Pass Water Agency and City of Del Mar.
Term as filed: Ongoing managed investment portfolio services; September 2026 report.
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Contract details
- Contract type
- Financial Services
- Document date
- November 14, 2026
- Term
- Ongoing managed investment portfolio services; September 2026 report
- Vendor
- Pfm Asset Management
- Agency
- City of Healdsburg
- Source document
- City of Healdsburg AgendaPacket 2026-11-16 (AgendaPacket)
Pfm Asset Management's other public contracts
More City of Healdsburg contracts
Questions about this contract
Who was awarded the financial services contract by City of Healdsburg?
Pfm Asset Management was awarded this financial services contract by City of Healdsburg, as recorded on November 14, 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 2026-11-16 (AgendaPacket), dated November 14, 2026 from City of Healdsburg. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Pfm Asset Management hold?
Pfm Asset Management 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 City of Healdsburg currently buying?
Explore City of Healdsburg's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.
