CONTRACTPENDING

City Considers Retirement Advisory Agreement with Sageview

City of Mount Dora
Document date
Apr 19, 2022

The 30-second brief

What it covers

The City of Mount Dora is considering approval of a piggyback agreement with Sageview Advisory Group, LLC to provide retirement plan investment advisory services. The agenda item seeks authorization of the agreement but does not state a specific contract amount or term.

Who holds it

Sageview Advisory Group LLC holds this financial services contract with City of Mount Dora. Its other public contracts on record include work for San Diego Co Water Authority and City of Goleta.

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Contract details

Contract type
Financial Services
Document date
April 19, 2022
Source document
City of Mount Dora Agenda Regular Agenda 2022-04-19 (Agenda)

Sageview Advisory Group LLC's other public contracts

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Questions about this contract

Who was awarded the financial services contract by City of Mount Dora?

Sageview Advisory Group LLC was awarded this financial services contract by City of Mount Dora, as recorded on April 19, 2022.

What type of contract is this?

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

Where was this contract approved?

This contract appears in City of Mount Dora Agenda Regular Agenda 2022-04-19 (Agenda), dated April 19, 2022 from City of Mount Dora. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Sageview Advisory Group LLC hold?

Sageview Advisory Group 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.

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What is City of Mount Dora currently buying?

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