Town Reports RBC Wealth Management Holdings

The Town reported investment holdings managed by RBC Wealth Management in the quarterly treasurer’s report for the quarter ending June 30, 2026. The holdings included certificates of deposit, treasury/federal agency securities, and money market funds.

Document date · August 11, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Contract term

Quarter ending June 30, 2026

Document type

AgendaPacket

Source document

Town of San Anselmo AgendaPacket Creek Park Plaza Design Options 2026-08-11

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Town of San Anselmo?

Rbc Wealth Management was awarded this financial services contract by Town of San Anselmo, as recorded on August 11, 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 Town of San Anselmo AgendaPacket Creek Park Plaza Design Options 2026-08-11 (AgendaPacket), dated August 11, 2026 from Town of San Anselmo. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Rbc Wealth Management hold?

Rbc 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.

View Rbc Wealth Management's profile

What is Town of San Anselmo currently buying?

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