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Organization

Wells Fargo Advisors

Named in 5 dated events on this site, 2022–2026, across 2 storylines. The City's check register records $269.7K paid to it.

Dated events →
5
2022–2026
Storylines →
2
that name it
Paid by the City →
$269.7K
check register, all payments

Storylines

Events

  1. Analysis shows the corpus about $6 million short of its obligations to 2036
  2. Board approves the state-required investment practices evaluation and later a formal response
  3. Board shifts part of the portfolio into private debt
  4. Board adds private infrastructure, placing $10 million with J.P. Morgan and $3 million with Brookfield
  5. Board replaces its international small-cap manager and adds PIMCO for private debt

City payments

From the City's check register. The register records payees, not projects, so these totals are every payment to the name, whatever it was for.