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City Continues Investment Advisory Relationship With PFM

City of Lakewood logoCity of Lakewood
Document date
Oct 27, 2026

The 30-second brief

What it covers

The City continues to work with PFM Asset Management, LLC as its investment advisor for the City’s approximately $137.3 million total investment portfolio. The advisor supports investment selection, diversification, and compliance with the City’s investment policy.

Who holds it

Pfm Asset Management LLC (Pfm) holds this financial services contract with City of Lakewood. Its other public contracts on record include work for City of Vista and City of Rowlett city.

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Contract details

Contract type
Financial Services
Document date
October 27, 2026
Vendor
Pfm Asset Management LLC (Pfm)
Agency
City of Lakewood
Source document
City Staff Report Quarterly Schedule of Investments as of September 30, 2026 (StaffReport)

Pfm Asset Management LLC (Pfm)'s other public contracts

City of Vista, CaliforniaVista Continues Investment Advisory Relationship with PFM · Oct 12, 2026UndisclosedCity of Rowlett city, TexasRowlett Increases Investment Advisory Contract with PFM · Aug 6, 2024City of Ukiah, CaliforniaPFM To Present City Investment Portfolio Update · Jun 21, 2023UndisclosedSeguin Independent School District, TexasPFM Asset Management Authorized for Investment Training · Nov 15, 2022UndisclosedCity of Ukiah, CaliforniaPFM Presents Investment Portfolio Update To Council · Jun 1, 2022UndisclosedAll Pfm Asset Management LLC (Pfm) contractsVendor profile

More City of Lakewood contracts

Public Agency Retirement Services (Pars)City Maintains PARS Trust for OPEB Funding · Oct 27, 2026UndisclosedActuarial Retirement ConsultingActuarial Consultant Supports City OPEB Benefit Review · Oct 27, 2026UndisclosedSouthern California Edison CompanyLakewood Community Garden License Granted by Southern California Edison · Oct 14, 2026California Joint Powers Insurance AuthorityJoint Powers Authority Provides Coverage for Garden License · Oct 14, 2026Los Angeles County Metropolitan Transportation Authority (Lacmta)Lakewood Recommends Transit Grant MOU With LACMTA · Oct 13, 2026Up to $32,829All City of Lakewood activityAgency profile

Questions about this contract

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

Pfm Asset Management LLC (Pfm) was awarded this financial services contract by City of Lakewood, as recorded on October 27, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in City Staff Report Quarterly Schedule of Investments as of September 30, 2026 (StaffReport), dated October 27, 2026 from City of Lakewood. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Pfm Asset Management LLC (Pfm) hold?

Pfm Asset Management LLC (Pfm) 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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