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Fortune Financial Planning Acquisition LLC — SBA Loan Record (Souderton, PA) | DealRoom

Intelligence/Portfolio Management and Investment Advice/PA

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SBA lending record

Fortune Financial Planning Acquisition LLC

644 E BROAD ST, Souderton, PA 18964 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$2.5M

Total SBA financing

1

Loan on record

FY2025

On record

2

Jobs supported

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

Is Fortune Financial Planning Acquisition 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

$2,500,000 — FY2025

Gross approval: $2,500,000
SBA guaranteed: $1,875,000 (75%)
Status: Current
Rate at approval: 7.5% f
Term: 158 mo (13 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 3/18/2025
First disbursement: 6/5/2025
Days to fund: 79 days
Collateral: Required
Jobs supported: 2
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: TD Bank, National Association
Address: 644 E BROAD ST
City: Souderton, 18964
County: Montgomery
SBA district office: PHILADELPHIA DISTRICT OFFICE
Congressional district: 1

The lender

TD Bank, National Association

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

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.

marchfwd, LLC

Conshohocken, PA· ~16 mi

Portfolio Management and Investment Advice

$2.9M
SBA financing: ≈ $5.7M–$9.5M
Est. revenue (rough)

Sensenig Capital Advisors, Inc.

Collegeville, PA· ~11 mi

Portfolio Management and Investment Advice

$855K
SBA financing: ≈ $1.7M–$2.8M
Est. revenue (rough)

Newbridge Wealth Management, LLC

Berwyn, PA· ~19 mi

Portfolio Management and Investment Advice

$865K
SBA financing: ≈ $1.7M–$2.8M
Est. revenue (rough)

Lumiere Financial Group LLC

New York, NY· ~77 mi

Portfolio Management and Investment Advice

$1.8M
SBA financing: ≈ $3.5M–$5.8M
Est. revenue (rough)

Grandview Asset Management, LLC

Harrisburg, PA· ~77 mi

Portfolio Management and Investment Advice

$3.5M
SBA financing: ≈ $6.9M–$11M
Est. revenue (rough)

Pegasus Financial Planning LLC

King Of Prussia, PA· ~17 mi

Portfolio Management and Investment Advice

$78K
SBA financing: ≈ $153K–$255K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Fortune Financial Planning Acquisition LLC in Souderton, PA (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 $2.5M
On record FY2025
2 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Souderton, PA
Lender: TD Bank, National Association

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 PA for ~$2.5M 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/fortune-financial-planning-acquisition-llc-pa
API:: https://dealroom.so/api/public/businesses/fortune-financial-planning-acquisition-llc-pa
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 Fortune Financial Planning Acquisition 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 Fortune Financial Planning Acquisition LLC.