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Federal contract awards: NAICS 523940 (Portfolio Management and Investment Advice)

Past federal contracts, straight from USAspending.gov. Use them to price your bid, size up the competition and find the agencies that buy what you sell.

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Showing contracts that started in the last 12 months (first 2 pages). Register free to browse every page.

1contracts awarded
$79,751median value
$79,751 – $79,751typical range (P25–P75)
1.0average offers received
$79,751total obligated

Agencies that buy the most

AgencyContractsObligated
Securities and Exchange Commission1$79,751

Top winners

CompanyContractsObligated
THE COLERIDGE GROUP, LLC1$79,751

Contracts

ContractWinnerAgencyObligatedStart
EXPERT SERVICES
50310226C0012 · NAICS 523940 Portfolio Management and Investment Advice · Phoenix, AZ · Offers: 1
THE COLERIDGE GROUP, LLC Securities and Exchange Commission $79,751 Apr 09, 2026
Ends: Apr 08, 2031
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Source: USAspending.gov (prime contract awards of $10,000 or more). Values are amounts obligated to date. Recent months can still change as agencies report late.