Clarfeld/Citizens Wealth Management Account Review
City of LebanonCity · Lebanon, NH- Document date
- Jul 29, 2024
The 30-second brief
Clarfeld/Citizens Wealth Management is under consideration for account review by the Lebanon Trustees of Trust Funds, focusing on investment performance and compliance with the investment policy.
Clarfeld Citizens Wealth Management holds this investment advisory contract with City of Lebanon.
See every contract and contact at City of Lebanon.
See every contractFree account · 30-second setup · No credit card
Contract details
- Contract type
- Investment Advisory
- Document date
- July 29, 2024
- Term
- NA
- Agency
- City of Lebanon
- Source document
- city-of-lebanon-trustees-of-trust-funds-meeting-minutes-july-29-2024_8e0.pdf (Minutes)
More City of Lebanon contracts
Questions about this contract
Who was awarded the investment advisory contract by City of Lebanon?
Clarfeld Citizens Wealth Management was awarded this investment advisory contract by City of Lebanon, as recorded on July 29, 2024.
What type of contract is this?
This is a Investment Advisory contract, documented as a minutes record.
Where was this contract approved?
This contract appears in city-of-lebanon-trustees-of-trust-funds-meeting-minutes-july-29-2024_8e0.pdf (Minutes), dated July 29, 2024 from City of Lebanon. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Clarfeld Citizens Wealth Management hold?
Clarfeld Citizens Wealth Management may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
Show 1 more question
What is City of Lebanon currently buying?
Explore City of Lebanon's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.