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District Engages PFM for Fund Investment Advisory

St. Charles R-VI School District logoSt. Charles R-VI School District
Document date
Sep 30, 2024

The 30-second brief

What it covers

The St. Charles R-VI School District continues to utilize PFM Asset Management LLC for investment advisory and portfolio management services as reflected in the September 2024 account statement. PFMAM manages and reports on the district's fund investments.

Who holds it

Pfm Asset Management LLC holds this financial services contract with St. Charles R-VI School District. Its other public contracts on record include work for City of Redwood and Village Community Development Districts.

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Contract details

Contract type
Financial Services
Document date
September 30, 2024
Vendor
Pfm Asset Management LLC
Agency
St. Charles R-VI School District
Source document
st-charles-r-vi-school-districtreport-2024-09-30_040.pdf (Report)

Pfm Asset Management LLC's other public contracts

City of Redwood, CaliforniaRedwood City Plans PFM Investment Advisory Agreement · Oct 24, 2026UndisclosedVillage Community Development Districts, FloridaInvestment Committee Schedules PFM Asset Management Discussion · Oct 23, 2026UndisclosedCity of Redwood, CaliforniaRedwood City Recommends PFM Investment Advisory Contract · Oct 23, 2026Oro Loma Sanitary District, CaliforniaPFM Manages Oro Loma District Investments · Oct 21, 2026UndisclosedKalamazoo County, MichiganCounty Approves PFM Investment Advisory Payment · Oct 20, 2026$3.6KAll Pfm Asset Management LLC contractsVendor profile

More St. Charles R-VI School District contracts

COMPONENTBBudget Increased For COMPONENTB Vendor Line · Jul 20, 2026UndisclosedPLANNING00District boosts PLANNING00 consulting budget by $75K · Jul 20, 2026$75KTOYOTAMOTOCTDistrict boosts bond-related professional services budget · Jul 20, 2026$210KRBMANUFACTDistrict Adds $80,000 Budget For RBMANUFACT · Jul 20, 2026UndisclosedNEWCOENTERNew $100,000 Budget Line Created For NEWCOENTER · Jul 20, 2026UndisclosedAll St. Charles R-VI School District activityAgency profile

Questions about this contract

Who was awarded the financial services contract by St. Charles R-VI School District?

Pfm Asset Management LLC was awarded this financial services contract by St. Charles R-VI School District, as recorded on September 30, 2024.

What type of contract is this?

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

Where was this contract approved?

This contract appears in st-charles-r-vi-school-districtreport-2024-09-30_040.pdf (Report), dated September 30, 2024 from St. Charles R-VI School District. 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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What is St. Charles R-VI School District currently buying?

Explore St. Charles R-VI School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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