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Brittison Financial Group, Inc. — SBA Loan Record (Saint Joseph, MI) | DealRoom

Intelligence/Portfolio Management and Investment Advice/MI

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SBA lending record

Brittison Financial Group, Inc.

505 Pleasant Street, Saint Joseph, MI 49085 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$95K

Total SBA financing

1

Loan on record

FY2025

On record

—

Jobs supported

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

Is Brittison Financial Group, Inc. 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

$95,000 — FY2025

Gross approval: $95,000
SBA guaranteed: $47,500 (50%)
Status: Committed
Rate at approval: 10% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 10/4/2024
Collateral: Required
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: The Huntington National Bank
Address: 505 Pleasant Street
City: Saint Joseph, 49085
County: Berrien
SBA district office: MICHIGAN DISTRICT OFFICE
Congressional district: 6

The lender

The Huntington National Bank

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

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.

APC FINANCIAL GROUP, LTD.

Mount Prospect, IL· ~75 mi

Portfolio Management and Investment Advice

$100K
SBA financing: ≈ $196K–$327K
Est. revenue (rough)

RA O'Neal, LLC

Grand Rapids, MI· ~69 mi

Portfolio Management and Investment Advice

$75K
SBA financing: ≈ $147K–$245K
Est. revenue (rough)

BLACKSWAN25, INC.

Chicago, IL· ~63 mi

Portfolio Management and Investment Advice

$147K
SBA financing: ≈ $287K–$479K
Est. revenue (rough)

Vega Financial Partners

Chicago, IL· ~63 mi

Portfolio Management and Investment Advice

$150K
SBA financing: ≈ $294K–$490K
Est. revenue (rough)

P/E Capital Investment Management Partners

Chicago, IL· ~60 mi

Portfolio Management and Investment Advice

$150K
SBA financing: ≈ $294K–$490K
Est. revenue (rough)

Buoyant Ventures Management, LLC

Chicago, IL· ~61 mi

Portfolio Management and Investment Advice

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

Agent summary

This page summarizes the public SBA 7(a) lending record for Brittison Financial Group, Inc. in Saint Joseph, MI (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 $95K
On record FY2025
Industry: Portfolio Management and Investment Advice
Location: Saint Joseph, MI
Lender: The Huntington National Bank

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 MI for ~$95k 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 2026-06-16.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/brittison-financial-group-inc-mi
API:: https://dealroom.so/api/public/businesses/brittison-financial-group-inc-mi
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 Brittison Financial Group, Inc. 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 Brittison Financial Group, Inc..