SBA lending record
Apex Tax Advisory LLC
2665 Marine Way, Suite 1110, Mountain View, CA 94043 · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$560K
Total SBA financing
1
Loan on record
FY2021
On record
2
Jobs supported
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The loan
$560,000 — FY2021
- Gross approval
- $560,000
- SBA guaranteed
- $504,000 (90%)
- Status
- In liquidation
- Rate at approval
- 3.77% f
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 7/27/2021
- First disbursement
- 8/2/2021
- Days to fund
- 6 days
- Collateral
- Required
- Jobs supported
- 2
- Business type
The lender
BMO Bank National Association
1 loan to this business- Total assets
- $251964.7B
- Deposits
- $193961.1B
- Loans outstanding
- $138104.7B
- Net income
- $733.0B
- Return on assets
- 1.1633435873769429%
- Return on equity
- 7.82%
- Total equity
- $37611.0B
- Offices
- 990
- Founded
- 05/1
- Headquarters
- 320 S Canal St, Chicago, IL, 60606
- FDIC cert
- 16571
- Website
Is Apex Tax Advisory LLC your business?
This page was built from public lending data. Claim it free to correct the details, tell your story, and control how your business shows up — or ask us to take it down.
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DealRoom listing built from public SBA 7(a) lending records and FDIC BankFind. Figures are as reported; verify before relying on them. Not affiliated with Apex Tax Advisory LLC.