CONTRACTAWARDED

Lee County School District Awards Financial Services Contract to Public Trust Advisors LLC (December 2022)

Disclosed value: Up to $100,000.00; From agenda
Awarded: Dec 6, 2022

What it covers

The School District of Lee County awarded ITN N227420AN to Public Trust Advisors, LLC for investment advisory services through December 5, 2025, with up to $100,000.00 approved for the first year. The firm will advise on compliant investments, brief the Board, and train Business Services staff.

Who holds it

Public Trust Advisors LLC holds this financial services contract with Lee County School District. Its other public contracts on record include work for Contra Costa Transportation Authority and College Of The Desert.

What happens next

Term as filed: December 6, 2022 through December 5, 2025 (ITN term); first-year funding December 6, 2022 through December 5, 2023.

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Contract details

Contract type: Financial Services
Amount: Up to $100,000.00
Document date: December 6, 2022
Term: December 6, 2022 through December 5, 2025 (ITN term); first-year funding December 6, 2022 through December 5, 2023
Vendor: Public Trust Advisors LLC
Agency: Lee County School District
Source document: lee-county-school-district-agenda-2022-12-06_628.txt (Agenda)

Public Trust Advisors LLC's other public contracts

Lee County School District, FloridaLee County Recommends Public Trust Advisory Renewal · Oct 7, 2026 Contra Costa Transportation Authority, CaliforniaInvestment Advisor Listed in Quarterly Report · Sep 3, 2026Undisclosed College Of The Desert, California01 Desert Community College District Report Purchase Order Activity Report By District 2026-08-27 · Aug 27, 2026$400K City of Rochester Hills, MichiganRochester Hills Designates Public Trust Advisors · Aug 24, 2026Undisclosed Rockwall Independent School District, TexasPublic Trust Advisors LLC Approved for Training Services · Aug 17, 2026Undisclosed All Public Trust Advisors LLC contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by Lee County School District?

Public Trust Advisors LLC was awarded this financial services contract by Lee County School District, as recorded on December 6, 2022. The contract value is Up to $100,000.00.

How much is the Public Trust Advisors LLC contract with Lee County School District worth?

The Public Trust Advisors LLC contract with Lee County School District is valued at Up to $100,000.00, covering financial services work.

What type of contract is this?

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

Where was this contract approved?

This contract appears in lee-county-school-district-agenda-2022-12-06_628.txt (Agenda), dated December 6, 2022 from Lee County School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Public Trust Advisors LLC hold?

Public Trust Advisors 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.

What is Lee County School District currently buying?

Explore Lee County School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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