CONTRACTONGOING

Southeastern Advisory offers investment consulting services

Document date: Sep 8, 2025

What it covers

Southeastern Advisory, Jeff Swanson provides investment consulting services, including Mariner assignment and quarterly reporting.

Who holds it

Southeastern Advisory holds this investment consultant services contract with City of Port Orange. Its other public contracts on record include work for City of Wilton Manors.

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Contract details

Contract type: Investment Consultant Services
Document date: September 8, 2025
Term: NA
Vendor: Southeastern Advisory
Agency: City of Port Orange
Source document: city-of-port-orange-retirement-plan-board-agenda-2025-09-08_f46.pdf (Agenda)

Southeastern Advisory's other public contracts

City of Wilton Manors, FloridaSoutheastern Advisory invoice approved · Dec 2, 2025$7.3K City of Wilton Manors, FloridaSoutheastern Advisory Services Contract Approved · Jun 3, 2025$7.3K City of Wilton Manors, FloridaSoutheastern Advisory approved $7,262 advisory services contract · Jun 3, 2025$7.3K City of Wilton Manors, FloridaSoutheastern Advisory financial advisory contract approved · Jun 3, 2025$275 City of Wilton Manors, FloridaSoutheastern Advisory Paid for Investment Services · Mar 4, 2025$7.1K All Southeastern Advisory contractsVendor profile

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Questions about this contract

Who was awarded the investment consultant services contract by City of Port Orange?

Southeastern Advisory was awarded this investment consultant services contract by City of Port Orange, as recorded on September 8, 2025.

What type of contract is this?

This is a Investment Consultant Services contract, documented as a agenda record.

Where was this contract approved?

This contract appears in city-of-port-orange-retirement-plan-board-agenda-2025-09-08_f46.pdf (Agenda), dated September 8, 2025 from City of Port Orange. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Southeastern Advisory hold?

Southeastern Advisory 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 Port Orange currently buying?

Explore City of Port Orange's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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