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Loans

Showing 50 of 1,436 results.
Description Business Name Business Type Industry + Sector Employees Date Approved Loan Amount Lender
$350K–$1M loan to MORRIS AVENUE PARTNERS LLC MORRIS AVENUE PARTNERS LLC
BIRMINGHAM, AL
LLC Investment Advice
Finance and Insurance
17 April 7, 2020 $350K–$1M ServisFirst Bank
$350K–$1M loan to PLANTECH, LLP PLANTECH, LLP
BIRMINGHAM, AL
LLP Investment Advice
Finance and Insurance
25 April 12, 2020 $350K–$1M BBVA USA
$350K–$1M loan to THE WELCH GROUP LLC THE WELCH GROUP LLC
MOUNTAIN BRK, AL
LLC Investment Advice
Finance and Insurance
24 April 6, 2020 $350K–$1M ServisFirst Bank
$150K–$350K loan to ERISA SPECIALISTS, LLC ERISA SPECIALISTS, LLC
ALBERTVILLE, AL
Corporation Investment Advice
Finance and Insurance
24 May 14, 2020 $150K–$350K Citizens Bank & Trust
$150K–$350K loan to JOHNSON STERLING, INC. JOHNSON STERLING, INC.
BIRMINGHAM, AL
Corporation Investment Advice
Finance and Insurance
12 April 5, 2020 $150K–$350K ServisFirst Bank
$150K–$350K loan to PEARSON AND ASSOCIATES PEARSON AND ASSOCIATES
BIRMINGHAM, AL
Sole Proprietorship Investment Advice
Finance and Insurance
11 April 11, 2020 $150K–$350K First Southern National Bank
$350K–$1M loan to GENWEALTH HOLDINGS, LLC GENWEALTH HOLDINGS, LLC
BRYANT, AR
LLC Investment Advice
Finance and Insurance
34 April 5, 2020 $350K–$1M Armor Bank
$150K–$350K loan to G STEPHEN WHITE G STEPHEN WHITE
NORTH LITTLE ROCK, AR
Sole Proprietorship Investment Advice
Finance and Insurance
1 April 13, 2020 $150K–$350K Centennial Bank
$150K–$350K loan to TRENT CAPITAL MANAGEMENT, INC. TRENT CAPITAL MANAGEMENT, INC.
LITTLE ROCK, AR
Corporation Investment Advice
Finance and Insurance
9 April 3, 2020 $150K–$350K Southern Bank
$2M–$5M loan to RON DENK INVESTMENT ADVISORY SERVICES, LTD RON DENK INVESTMENT ADVISORY SERVICES, LTD
PHOENIX, AZ
Corporation Investment Advice
Finance and Insurance
May 11, 2020 $2M–$5M Radius Bank
$1M–$2M loan to DIGNIFI HOLDING, INC DIGNIFI HOLDING, INC
MESA, AZ
Corporation Investment Advice
Finance and Insurance
70 April 8, 2020 $1M–$2M The Bennington State Bank
$350K–$1M loan to FINANCIAL PLANNING FOR SENIORS INC FINANCIAL PLANNING FOR SENIORS INC
PEORIA, AZ
Corporation Investment Advice
Finance and Insurance
30 April 28, 2020 $350K–$1M Bank of Colorado
$350K–$1M loan to MAGELLAN FINANCIAL & INSURANCE SERVICES, INC. MAGELLAN FINANCIAL & INSURANCE SERVICES, INC.
SCOTTSDALE, AZ
Sole Proprietorship Investment Advice
Finance and Insurance
37 April 15, 2020 $350K–$1M Readycap Lending, LLC
$150K–$350K loan to CLEARVIEW FINANCIAL, LLC CLEARVIEW FINANCIAL, LLC
PEORIA, AZ
Sole Proprietorship Investment Advice
Finance and Insurance
9 April 15, 2020 $150K–$350K Readycap Lending, LLC
$150K–$350K loan to FACTORS SOUTHWEST LLC FACTORS SOUTHWEST LLC
PHOENIX, AZ
Sole Proprietorship Investment Advice
Finance and Insurance
12 April 14, 2020 $150K–$350K Readycap Lending, LLC
$150K–$350K loan to FINANCIAL SECURITY GROUP OF ARIZONA, INC. FINANCIAL SECURITY GROUP OF ARIZONA, INC.
GLENDALE, AZ
Corporation Investment Advice
Finance and Insurance
9 April 29, 2020 $150K–$350K JPMorgan Chase Bank, National Association
$150K–$350K loan to GOLDBOOK FINANCIAL, LLC GOLDBOOK FINANCIAL, LLC
SCOTTSDALE, AZ
LLC Investment Advice
Finance and Insurance
15 May 1, 2020 $150K–$350K JPMorgan Chase Bank, National Association
$150K–$350K loan to IRONWOOD WEALTH MANAGEMENT LLC IRONWOOD WEALTH MANAGEMENT LLC
PHOENIX, AZ
LLC Investment Advice
Finance and Insurance
April 3, 2020 $150K–$350K First State Bank Nebraska
$150K–$350K loan to NETVEST FINANCIAL NETVEST FINANCIAL
SCOTTSDALE, AZ
LLC Investment Advice
Finance and Insurance
May 7, 2020 $150K–$350K Wells Fargo Bank, National Association
$150K–$350K loan to PINNACLE WEALTH ADVISORS, INC. PINNACLE WEALTH ADVISORS, INC.
PARADISE VALLEY, AZ
S-Corp Investment Advice
Finance and Insurance
35 April 9, 2020 $150K–$350K First Fidelity Bank
$150K–$350K loan to PRESIDIO GROUP WEALTH MANAGEMENT PRESIDIO GROUP WEALTH MANAGEMENT
TUCSON, AZ
LLC Investment Advice
Finance and Insurance
April 29, 2020 $150K–$350K Wells Fargo Bank, National Association
$150K–$350K loan to RJP-AZ, LLC RJP-AZ, LLC
SCOTTSDALE, AZ
LLC Investment Advice
Finance and Insurance
32 April 27, 2020 $150K–$350K Commerce Bank of Arizona
$150K–$350K loan to ROWLAND CARMICHAEL ADVISORS INC ROWLAND CARMICHAEL ADVISORS INC
SCOTTSDALE, AZ
Corporation Investment Advice
Finance and Insurance
May 3, 2020 $150K–$350K Wells Fargo Bank, National Association
$150K–$350K loan to ROXIE WEBB SECURITIES MANAGEMENT, INC. ROXIE WEBB SECURITIES MANAGEMENT, INC.
PRESCOTT, AZ
S-Corp Investment Advice
Finance and Insurance
4 April 29, 2020 $150K–$350K Zions Bank, A Division of
$150K–$350K loan to SABRIENT SYSTEMS LLC SABRIENT SYSTEMS LLC
PHOENIX, AZ
LLC Investment Advice
Finance and Insurance
11 April 12, 2020 $150K–$350K American Riviera Bank
$150K–$350K loan to SENSIBLE MONEY, LLC SENSIBLE MONEY, LLC
SCOTTSDALE, AZ
Investment Advice
Finance and Insurance
10 May 1, 2020 $150K–$350K JPMorgan Chase Bank, National Association
$150K–$350K loan to SILVERHAWK FINANCIAL PLANNING, LLC SILVERHAWK FINANCIAL PLANNING, LLC
SCOTTSDALE, AZ
LLC Investment Advice
Finance and Insurance
13 April 5, 2020 $150K–$350K Bell Bank
$150K–$350K loan to UNION CAPITAL HOLDINGS,CORP UNION CAPITAL HOLDINGS,CORP
TUCSON, AZ
Sole Proprietorship Investment Advice
Finance and Insurance
35 April 14, 2020 $150K–$350K Readycap Lending, LLC
$150K–$350K loan to WEALTH MANAGEMENT PARTNERS LLC WEALTH MANAGEMENT PARTNERS LLC
TUCSON, AZ
LLC Investment Advice
Finance and Insurance
6 April 28, 2020 $150K–$350K First-Citizens Bank & Trust Company
$150K–$350K loan to WEALTHPLAN ADVISORS, LLC WEALTHPLAN ADVISORS, LLC
MESA, AZ
LLC Investment Advice
Finance and Insurance
17 May 1, 2020 $150K–$350K JPMorgan Chase Bank, National Association
$2M–$5M loan to ASPIRIANT, LLC ASPIRIANT, LLC
LOS ANGELES, CA
LLC Investment Advice
Finance and Insurance
188 April 12, 2020 $2M–$5M MUFG Union Bank, National Association
$2M–$5M loan to SAGEVIEW ADVISORY GROUP, INC. SAGEVIEW ADVISORY GROUP, INC.
IRVINE, CA
S-Corp Investment Advice
Finance and Insurance
94 April 27, 2020 $2M–$5M Sunwest Bank
$1M–$2M loan to ASSOCIATED PENSION CONSULTANTS INC ASSOCIATED PENSION CONSULTANTS INC
CHICO, CA
S-Corp Investment Advice
Finance and Insurance
90 April 15, 2020 $1M–$2M Mechanics Bank
$1M–$2M loan to BALLAST INVESTMENTS, LLC BALLAST INVESTMENTS, LLC
SAN FRANCISCO, CA
LLC Investment Advice
Finance and Insurance
33 April 12, 2020 $1M–$2M First Republic Bank
$1M–$2M loan to BVOH LLC BVOH LLC
SAN FRANCISCO, CA
LLC Investment Advice
Finance and Insurance
59 April 30, 2020 $1M–$2M Utah First FCU
$1M–$2M loan to DESTINATION WEALTH MANAGEMENT DESTINATION WEALTH MANAGEMENT
WALNUT CREEK, CA
Corporation Investment Advice
Finance and Insurance
April 15, 2020 $1M–$2M Heritage Bank of Commerce
$1M–$2M loan to DUNHAM AND ASSOCIATES HOLDINGS, INC.. AND SUBSIDIARIES DUNHAM AND ASSOCIATES HOLDINGS, INC.. AND SUBSIDIARIES
SAN DIEGO, CA
S-Corp Investment Advice
Finance and Insurance
April 15, 2020 $1M–$2M Endeavor Bank
$1M–$2M loan to JJ VALENCIA HARVESTING INC JJ VALENCIA HARVESTING INC
SANTA PAULA, CA
Corporation Investment Advice
Finance and Insurance
April 15, 2020 $1M–$2M Radius Bank
$1M–$2M loan to LUCIA CAPITAL GROUP, LLC LUCIA CAPITAL GROUP, LLC
SAN DIEGO, CA
LLC Investment Advice
Finance and Insurance
59 April 14, 2020 $1M–$2M MetaBank, National Association
$1M–$2M loan to MURPHY, MURPHY, & MURPHY, INC. MURPHY, MURPHY, & MURPHY, INC.
CYPRESS, CA
S-Corp Investment Advice
Finance and Insurance
69 April 10, 2020 $1M–$2M City National Bank
$1M–$2M loan to RNC CAPITAL MANAGEMENT LLC RNC CAPITAL MANAGEMENT LLC
LOS ANGELES, CA
LLC Investment Advice
Finance and Insurance
May 3, 2020 $1M–$2M Wells Fargo Bank, National Association
$1M–$2M loan to SIGNATURE ESTATE & INVESTMENT ADVISORS LLC SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
LOS ANGELES, CA
LLC Investment Advice
Finance and Insurance
114 May 3, 2020 $1M–$2M Bank of America, National Association
$1M–$2M loan to SRP MANAGEMENT, INC. SRP MANAGEMENT, INC.
SAN FRANCISCO, CA
S-Corp Investment Advice
Finance and Insurance
68 April 14, 2020 $1M–$2M First Republic Bank
$1M–$2M loan to TRILOGY FINANCIAL SERVICES, INC. TRILOGY FINANCIAL SERVICES, INC.
HUNTINGTON BEACH, CA
Corporation Investment Advice
Finance and Insurance
140 April 27, 2020 $1M–$2M Sunwest Bank
$1M–$2M loan to TRIVISTA BUSINESS GROUP INC TRIVISTA BUSINESS GROUP INC
ALISO VIEJO, CA
Corporation Investment Advice
Finance and Insurance
52 April 10, 2020 $1M–$2M Farmers & Merchants Bank of Long Beach
$1M–$2M loan to TRUE CAPITAL MANAGEMENT, LLC TRUE CAPITAL MANAGEMENT, LLC
SAN FRANCISCO, CA
LLC Investment Advice
Finance and Insurance
34 April 12, 2020 $1M–$2M First Republic Bank
$350K–$1M loan to AGILE FUND SOLUTIONS, LLC AGILE FUND SOLUTIONS, LLC
BEVERLY HILLS, CA
LLC Investment Advice
Finance and Insurance
41 April 11, 2020 $350K–$1M First Republic Bank
$350K–$1M loan to ARMORY GROUP ARMORY GROUP
MANHATTAN BEACH, CA
LLC Investment Advice
Finance and Insurance
17 April 10, 2020 $350K–$1M First Republic Bank
$350K–$1M loan to BAKER AVENUE ASSET MANAGEMENT, LP BAKER AVENUE ASSET MANAGEMENT, LP
SAN FRANCISCO, CA
LLP Investment Advice
Finance and Insurance
24 April 12, 2020 $350K–$1M First Republic Bank
$350K–$1M loan to BEAGLE REAL ESTATE INVESTMENTS BEAGLE REAL ESTATE INVESTMENTS
NORTHRIDGE, CA
LLC Investment Advice
Finance and Insurance
27 April 30, 2020 $350K–$1M Bank of America, National Association