PFM Provides Quarterly Investment Portfolio Review
San Gorgonio Pass Water AgencyUtility District · Beaumont, CA- Document date
- Nov 14, 2026
The 30-second brief
PFM Asset Management provided the Agency's quarterly investment performance review and ongoing portfolio management. The September 30, 2026 portfolio had a reported total market value of $101.18 million.
Pfm Asset Management holds this financial services contract with San Gorgonio Pass Water Agency. Its other public contracts on record include work for City of Del Mar and City of Healdsburg.
Term as filed: Ongoing investment management relationship; portfolio review for quarter ended September 30, 2026.
See who decides the next one before it's bid.
Get pre-RFPs freeFree account · 30-second setup · No credit card
Contract details
- Contract type
- Financial Services
- Document date
- November 14, 2026
- Term
- Ongoing investment management relationship; portfolio review for quarter ended September 30, 2026
- Vendor
- Pfm Asset Management
- Source document
- San Gorgonio Pass Water Agency AgendaPacket Board Meeting November 16, 2026 (AgendaPacket)
Pfm Asset Management's other public contracts
More San Gorgonio Pass Water Agency contracts
Questions about this contract
Who was awarded the financial services contract by San Gorgonio Pass Water Agency?
Pfm Asset Management was awarded this financial services contract by San Gorgonio Pass Water Agency, as recorded on November 14, 2026.
What type of contract is this?
This is a Financial Services contract, documented as a agendapacket record.
Where was this contract approved?
This contract appears in San Gorgonio Pass Water Agency AgendaPacket Board Meeting November 16, 2026 (AgendaPacket), dated November 14, 2026 from San Gorgonio Pass Water Agency. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Pfm Asset Management hold?
Pfm Asset 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 San Gorgonio Pass Water Agency currently buying?
Explore San Gorgonio Pass Water Agency's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.
