CONTRACTONGOING

District Reviews Endowment Accounts With Wells Fargo

Fair Oaks Cemetery District
Disclosed value
$783.00 in fees (last year)
From minutes
Document date
Jun 12, 2019

The 30-second brief

What it covers

Fair Oaks Cemetery District received an update from Wells Fargo Investments on its conservative endowment investment accounts, including $783 in fees paid last year. The advisor also discussed leveraging Government Code §53601 investment provisions to support budgeting for the upcoming fiscal year.

Who holds it

Wells Fargo Investments holds this financial services contract with Fair Oaks Cemetery District. Its other public contracts on record include work for Belle Fourche School District 09-1 and Beacon Academy Of Nevada.

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Contract details

Contract type
Financial Services
Amount
$783.00 in fees (last year)
Document date
June 12, 2019
Source document
Fair Oaks Cemetery District Board of Trustees Meeting Minutes June 2019 (Minutes)

Wells Fargo Investments's other public contracts

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Questions about this contract

Who was awarded the financial services contract by Fair Oaks Cemetery District?

Wells Fargo Investments was awarded this financial services contract by Fair Oaks Cemetery District, as recorded on June 12, 2019. The contract value is $783.00 in fees (last year).

How much is the Wells Fargo Investments contract with Fair Oaks Cemetery District worth?

The Wells Fargo Investments contract with Fair Oaks Cemetery District is valued at $783.00 in fees (last year), covering financial services work.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Fair Oaks Cemetery District Board of Trustees Meeting Minutes June 2019 (Minutes), dated June 12, 2019 from Fair Oaks Cemetery District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Wells Fargo Investments hold?

Wells Fargo Investments may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

What is Fair Oaks Cemetery District currently buying?

Explore Fair Oaks Cemetery District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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