PFM Asset Management LLC Cited in Investment Policy Item

The Housing Authority Board agenda references PFM Asset Management LLC in connection with the City's Statement of Investment Policy. The item proposes adopting the policy and delegating investment authority to the City Treasurer, but the agenda does not state a contract amount or term.

Document date · September 1, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Document type

Agenda

Source document

City of Napa Agenda Regular Meeting Agenda September 1, 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 Napa?

Pfm Asset Management Llc was awarded this financial services contract by City of Napa, as recorded on September 1, 2026.

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 Napa Agenda Regular Meeting Agenda September 1, 2026 (Agenda), dated September 1, 2026 from City of Napa. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Pfm Asset Management Llc hold?

Pfm Asset Management 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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