SBA lending record
1000 Colonial Dr, Youngstown, OH 44505 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$416K
Total SBA financing
3
Loans on record
FY2025–26
On record
5
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is DYNAMIC PORTFOLIO STRATEGIES, 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.
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.
BUTSON FINANCIAL ADVISORS, LLC
Sewickley, PA· ~46 mi
Portfolio Management and Investment Advice
Valerie A Visconti
Wexford, PA· ~47 mi
Portfolio Management and Investment Advice
Hope Financial Group LLC
Stow, OH· ~44 mi
Portfolio Management and Investment Advice
Grandview Wealth Management
Pittsburgh, PA· ~63 mi
Portfolio Management and Investment Advice
Zachary Honess
Edinboro, PA· ~57 mi
Portfolio Management and Investment Advice
THREE RIVERS LENDING LLC
Canonsburg, PA· ~64 mi
Portfolio Management and Investment Advice
This page summarizes the public SBA 7(a) lending record for DYNAMIC PORTFOLIO STRATEGIES, LLC in Youngstown, OH (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 OH for ~$139k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.
Is DYNAMIC PORTFOLIO STRATEGIES, 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.
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 DYNAMIC PORTFOLIO STRATEGIES, LLC.