{"ok":true,"canonical_url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/colorado","api_url":"https://dealroom.so/api/public/industries/portfolio-management-and-investment-advice?state=colorado","data_freshness":{"sba_records_through":"2026-05-31","fdic_records_through":"2026-03-31","dealroom_last_updated":"2026-06-16","timezone":"America/Chicago"},"methodology":{"label":"Industry risk & acquisition-data methodology","url":"https://dealroom.so/methodology/industry-risk"},"source_summary":["Public SBA 7(a) loan records","FDIC institution data","DealRoom lender and franchise enrichment"],"industry":{"name":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice","naics2":"52","business_count":513,"total_gross":297856700,"typical_financing":580617,"top_states":[{"state":"CA","state_name":"California","count":50,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/california"},{"state":"FL","state_name":"Florida","count":43,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/florida"},{"state":"NY","state_name":"New York","count":34,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/new-york"},{"state":"TX","state_name":"Texas","count":28,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/texas"},{"state":"PA","state_name":"Pennsylvania","count":24,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/pennsylvania"},{"state":"OH","state_name":"Ohio","count":22,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/ohio"},{"state":"IL","state_name":"Illinois","count":20,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/illinois"},{"state":"CO","state_name":"Colorado","count":19,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/colorado"},{"state":"NJ","state_name":"New Jersey","count":19,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/new-jersey"},{"state":"MI","state_name":"Michigan","count":17,"url":"https://dealroom.so/intelligence/portfolio-management-and-investment-advice/michigan"}],"state_scope":{"state":"CO","state_name":"Colorado","returned":19,"complete":true,"businesses":[{"name":"Cheryl Nelson Boyd","city":"Arvada","state":"CO","loan_count":1,"total_gross":2250000,"url":"https://dealroom.so/businesses/cheryl-nelson-boyd-co"},{"name":"Kindling Group LLC","city":"Denver","state":"CO","loan_count":1,"total_gross":1240000,"url":"https://dealroom.so/businesses/kindling-group-llc-co"},{"name":"NAVIGATION WEALTH MANAGEMENT INC","city":"Fort Collins","state":"CO","loan_count":1,"total_gross":960800,"url":"https://dealroom.so/businesses/navigation-wealth-management-inc-co"},{"name":"JFanning Properties LLC","city":"Fort Collins","state":"CO","loan_count":1,"total_gross":765000,"url":"https://dealroom.so/businesses/jfanning-properties-llc-co"},{"name":"Mountain Range Wealth Management, LLC","city":"Johnstown","state":"CO","loan_count":1,"total_gross":699000,"url":"https://dealroom.so/businesses/mountain-range-wealth-management-llc-co"},{"name":"730 17th St Suite 9F & 9G LLC","city":"Denver","state":"CO","loan_count":1,"total_gross":593000,"url":"https://dealroom.so/businesses/730-17th-st-suite-9f-9g-llc-co"},{"name":"Mark A. 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