{"ok":true,"canonical_url":"https://dealroom.so/intelligence/portfolio-management/iowa","api_url":"https://dealroom.so/api/public/industries/portfolio-management?state=iowa","data_freshness":{"sba_records_through":"2026-05-31","fdic_records_through":"2026-03-31","dealroom_last_updated":"2026-06-15","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","slug":"portfolio-management","naics2":"52","business_count":67,"total_gross":44963200,"typical_financing":671093,"top_states":[{"state":"FL","state_name":"Florida","count":10,"url":"https://dealroom.so/intelligence/portfolio-management/florida"},{"state":"OH","state_name":"Ohio","count":8,"url":"https://dealroom.so/intelligence/portfolio-management/ohio"},{"state":"CA","state_name":"California","count":7,"url":"https://dealroom.so/intelligence/portfolio-management/california"},{"state":"NY","state_name":"New York","count":4,"url":"https://dealroom.so/intelligence/portfolio-management/new-york"},{"state":"TX","state_name":"Texas","count":4,"url":"https://dealroom.so/intelligence/portfolio-management/texas"},{"state":"WV","state_name":"West Virginia","count":4,"url":"https://dealroom.so/intelligence/portfolio-management/west-virginia"},{"state":"MN","state_name":"Minnesota","count":3,"url":"https://dealroom.so/intelligence/portfolio-management/minnesota"},{"state":"GA","state_name":"Georgia","count":2,"url":"https://dealroom.so/intelligence/portfolio-management/georgia"},{"state":"IN","state_name":"Indiana","count":2,"url":"https://dealroom.so/intelligence/portfolio-management/indiana"},{"state":"IA","state_name":"Iowa","count":2,"url":"https://dealroom.so/intelligence/portfolio-management/iowa"}],"state_scope":{"state":"IA","state_name":"Iowa","returned":2,"complete":true,"businesses":[{"name":"Generations Wealth Advisors, LLC","city":"Perry","state":"IA","loan_count":1,"total_gross":162700,"url":"https://dealroom.so/businesses/generations-wealth-advisors-llc-ia"},{"name":"MOGICH INVESTMENTS LLC","city":"Dubuque","state":"IA","loan_count":1,"total_gross":24000,"url":"https://dealroom.so/businesses/mogich-investments-llc-ia"}]}},"caveats":["Informational only — figures are historical public SBA 7(a) loan records, not a current offer or loan approval.","Business locations are ZIP-area centroids; state scoping uses the project address on the public record."],"citation":{"label":"DealRoom industry SBA intelligence","url":"https://dealroom.so/intelligence/portfolio-management/iowa","source_type":"DealRoom Data"}}