Raymond James Manages Yellow Springs Investment Portfolio
Yellow Springs villageCity · Yellow Springs, OH- Disclosed value
- $3,606,476 account balance as of June 30, 2026; fixed-income portfolio face value $3,575,000
- From agendapacket
- Document date
- Oct 5, 2026
The 30-second brief
Yellow Springs continued using Raymond James for municipal investment management. The Treasurer reported a $3.606 million account balance and a fixed-income portfolio valued at approximately $3.620 million as of the end of the second quarter.
Raymond James holds this financial services contract with Yellow Springs village. Its other public contracts on record include work for Wabash Valley College and Wharton County Junior College.
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Contract details
- Contract type
- Financial Services
- Amount
- $3,606,476 account balance as of June 30, 2026; fixed-income portfolio face value $3,575,000
- Document date
- October 5, 2026
- Vendor
- Raymond James
- Agency
- Yellow Springs village
- Source document
- Village of Yellow Springs AgendaPacket Regular Council Meeting 2026-10-05 (AgendaPacket)
Raymond James's other public contracts
More Yellow Springs village contracts
Questions about this contract
Who was awarded the financial services contract by Yellow Springs village?
Raymond James was awarded this financial services contract by Yellow Springs village, as recorded on October 5, 2026. The contract value is $3,606,476 account balance as of June 30, 2026; fixed-income portfolio face value $3,575,000.
How much is the Raymond James contract with Yellow Springs village worth?
The Raymond James contract with Yellow Springs village is valued at $3,606,476 account balance as of June 30, 2026; fixed-income portfolio face value $3,575,000, covering financial services work.
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 Village of Yellow Springs AgendaPacket Regular Council Meeting 2026-10-05 (AgendaPacket), dated October 5, 2026 from Yellow Springs village. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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What other contracts does Raymond James hold?
Raymond James 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 Yellow Springs village currently buying?
Explore Yellow Springs village's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.
