coral_springs_improvement_district_regular_meeting.pdf
SageView Contract Assigned to Creative Planning
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Description
Counsel informed the Board that SageView, the District’s financial advisor, is being acquired by Creative Planning, which will assume the existing SageView contract terms. Advisory services will continue without changes to contract conditions.
Contract Details
Vendor
SAGEVIEW
Agency
Coral Springs Improvement District, FL
Contract Type
FINANCIAL_SERVICES
Document Date
November 17, 2025
Renewal Info
Contract continues under new ownership with Creative Planning accepting all existing SageView contract terms; renewal structure unchanged.
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approvedIssuing Agency
Coral Springs Improvement District
Utility District
West Palm Beach, FL
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coral_springs_improvement_district_regular_meeting.pdf
coral_springs_improvement_district_regular_meeting.pdf
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