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Foundation Continues Morgan Stanley Wealth Management Services

West Hills Community College District logoWest Hills Community College District
Document date
Jul 1, 2025

The 30-second brief

What it covers

The WHCCD Foundation continues to use Morgan Stanley Smith Barney LLC for brokerage and wealth management services, including investment, insurance, and annuity products. Accounts total approximately $13.45 million in assets under management as of June 30, 2025.

Who holds it

Morgan Stanley Smith Barney LLC holds this financial services contract with West Hills Community College District. Its other public contracts on record include work for City of Palmetto and Bay Area Hospital.

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Contract details

Contract type
Financial Services
Document date
July 1, 2025
Vendor
Morgan Stanley Smith Barney LLC
Agency
West Hills Community College District
Source document
WHCCD Foundation Financial Report 2025-07-01 (Report)

Morgan Stanley Smith Barney LLC's other public contracts

City of Palmetto, FloridaBoard Reviews Morgan Stanley Search Materials · Sep 11, 2026UndisclosedBay Area Hospital, OregonBoard Confirms Morgan Stanley Account Signers · Aug 18, 2026UndisclosedBay Area Hospital, OregonDistrict confirms authorized signers for Morgan Stanley accounts · Aug 17, 2026UndisclosedCity of Scio, OregonScio Issues Additional Investment Payment To Morgan Stanley Smith Barney · Aug 10, 2026$400City of Scio, OregonCity Funds Employee Investment At Morgan Stanley Smith Barney · Aug 10, 2026$500All Morgan Stanley Smith Barney LLC contractsVendor profile

More West Hills Community College District contracts

BRAUNRodeo Camera Project Proposal from Braun Considered · Oct 22, 2026UndisclosedKings County Area Public Transit AgencyTransit Agency Contract Scheduled for Committee Action · Oct 22, 2026UndisclosedHANWHAHanwha Camera Equipment Listed for Rodeo Project · Oct 22, 2026UndisclosedGottis KitchenGottis Kitchen Food Service Proposed for Fall Festival · Oct 8, 2026$2.7KGottis KitchenGottis Kitchen DJ Services Proposed for Fall Festival · Oct 8, 2026$375All West Hills Community College District activityAgency profile

Questions about this contract

Who was awarded the financial services contract by West Hills Community College District?

Morgan Stanley Smith Barney LLC was awarded this financial services contract by West Hills Community College District, as recorded on July 1, 2025.

What type of contract is this?

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

Where was this contract approved?

This contract appears in WHCCD Foundation Financial Report 2025-07-01 (Report), dated July 1, 2025 from West Hills Community College District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Morgan Stanley Smith Barney LLC hold?

Morgan Stanley Smith Barney 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.

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What is West Hills Community College District currently buying?

Explore West Hills Community College District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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