top of page

CDIAC Regulatory Filings

We manage your reporting requirements so you don't have to

Stack of Files

Never Miss Another Filing Again!

Reporting requirements after a debt issuance can be daunting and time-consuming for staff, so we manage your ongoing reporting.  As required by Senate Bill 1029, each issuer is required to file an annual report with the California Debt and Investment Advisory Commission ("CDIAC") for debt issued after January 21, 2017. The annual reports are due on January 31st each year.


We are dedicated to helping our clients reduce their stress and workload at an affordable cost. This helps lighten the burden of overwhelming paperwork allowing you to focus on tasks that are more significant.

Annual Filing Done Right

Laptop and Paperwork

Share your reporting requirements with us below for a complimentary strategy meeting.

Thanks for submitting!

  • Facebook
  • Twitter
  • Instagram
  • LinkedIn
bottom of page