SBA lending record
22 E. Mifflin St, Ste 300, Madison, WI 53703 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$1.9M
Total SBA financing
2
Loans on record
FY2022–23
On record
3
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Dock Financial Solutions 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.
The banks most active funding portfolio management and investment advice — by location, industry.
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.
WALKNER CONDON FINANCIAL ADVISORS LLC
Madison, WI· ~3 mi
Portfolio Management and Investment Advice
Blp Wealth Management LLC
Middleton, WI· ~7 mi
Portfolio Management and Investment Advice
Rovner Wealth Management LLC
Chicago, IL· ~121 mi
Portfolio Management and Investment Advice
LBW Group, LLC
Madison, WI· ~5 mi
Portfolio Management and Investment Advice
Mudd Keck Property Holdings, LLC
Mishawaka, IN· ~189 mi
Portfolio Management and Investment Advice
Gerbi Financial Group LLC
Buffalo, MN· ~267 mi
Portfolio Management and Investment Advice
This page summarizes the public SBA 7(a) lending record for Dock Financial Solutions in Madison, WI (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.
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 WI for ~$935k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.
Is Dock Financial Solutions 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.
Researching a business like this one?
The numbers above are what a deal of this size and type actually looked like. Tell us what you're buying and we'll point you to the lenders most likely to fund it.
Free · No documents · Usually same-day
Backed by data on 1,000+ SBA lenders and 300,000+ funded deals. Your details go only to lending partners you ask to be matched with — never sold to advertisers.
DealRoom listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with Dock Financial Solutions.