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Bridgerland Financial Advisors, LLC — SBA Loan Record (American Fork, UT) | DealRoom

Intelligence/Portfolio Management and Investment Advice/UT

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SBA lending record

Bridgerland Financial Advisors, LLC

775 N. 700 W, American Fork, UT 84003 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$500K

Total SBA financing

1

Loan on record

FY2024

On record

4

Jobs supported

● business — business location is the ZIP-area centroid from the public record

Is Bridgerland Financial Advisors, LLC your business?

This record comes from public government lending data. Claim it to correct the details or tell your story — or ask us to take it down.

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The loan

$500,000 — FY2024

Gross approval: $500,000
SBA guaranteed: $375,000 (75%)
Status: Current
Rate at approval: 10.99% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Business purchase
Approved: 9/24/2024
First disbursement: 9/27/2024
Days to fund: 3 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 4
Business type: Corporation
Business age: Change of Ownership
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: Live Oak Banking Company
Address: 775 N. 700 W
City: American Fork, 84003
County: Utah
SBA district office: UTAH DISTRICT OFFICE
Congressional district: 3

The lender

Live Oak Banking Company

1 loan to this businessFull SBA lending record + branches on the lender page →

Find SBA lenders for businesses like this

The banks most active funding portfolio management and investment advice — by location, industry.

SBA lenders in Utah Lenders for portfolio management and investment advice Portfolio Management and Investment Advice lenders in Utah

Similar businesses

Comparable portfolio management and investment advice in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

Holmgren Companies

Draper, UT· ~11 mi

Portfolio Management and Investment Advice

$250K
SBA financing: ≈ $490K–$817K
Est. revenue (rough)

BC Consulting LLC

Orem, UT· ~7 mi

Portfolio Management and Investment Advice

$215K
SBA financing: ≈ $422K–$703K
Est. revenue (rough)

Longhorn Financial LLC

Bluffdale, UT· ~8 mi

Portfolio Management and Investment Advice

$50K
SBA financing: ≈ $98K–$163K
Est. revenue (rough)

Green Street Wealth Advisors, LLC

Taylorsville, UT· ~20 mi

Portfolio Management and Investment Advice

$135K
SBA financing: ≈ $265K–$441K
Est. revenue (rough)

Capita Financial Network LLC

Draper, UT· ~7 mi

Portfolio Management and Investment Advice

$4.0M
SBA financing: ≈ $7.8M–$13M
Est. revenue (rough)

Tenax Acquisition Inc.

North Ogden, UT· ~64 mi

Oasis Senior Advisors

$200K
SBA financing: ≈ $392K–$654K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Bridgerland Financial Advisors, LLC in American Fork, UT (Portfolio Management and Investment Advice). DealRoom compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.

1 SBA 7(a) loan totaling $500K
On record FY2024
4 jobs supported
Industry: Portfolio Management and Investment Advice
Location: American Fork, UT
Lender: Live Oak Banking Company

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Portfolio Management and Investment Advice businesses in UT for ~$500k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.

Next steps

Pre-qualify this deal→Talk to a loan broker→Find SBA lenders→Compare similar deals→

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-17.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/bridgerland-financial-advisors-llc-ut
API:: https://dealroom.so/api/public/businesses/bridgerland-financial-advisors-llc-ut
Methodology:: Sources & methodology

Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and DealRoom methodology; verify before relying on them.
Financing figures are historical loan records, not a current offer or a loan approval. DealRoom is not a lender.

Is Bridgerland Financial Advisors, 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. Figures are as reported; verify before relying on them. Not affiliated with Bridgerland Financial Advisors, LLC.