SBA lending record

GRACE WEALTH MANAGEMENT GROUP, INC.

19782 MACARTHUR BLVD, Irvine, CA 92612 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$955K

Total SBA financing

Loans on record

FY2020–24

On record

Jobs supported

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All 2 loans

$755,100 — FY2024

Loan 1 of 2

Gross approval: $755,100
SBA guaranteed: $566,325 (75%)
Status: Current
Rate at approval: 7.99% f
Term: 300 mo (25 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 4/23/2024
First disbursement: 6/14/2024
Days to fund: 52 days
Collateral: Required
Jobs supported: 1

The lenders

Five Star Bank

1 loan to this business

Total assets: $5031.6B
Deposits: $4480.2B
Loans outstanding: $4167.0B
Net income: $20.1B
Return on assets: 1.6411426305318475%
Return on equity: 15.85%
Total equity: $511.8B
Offices: 9
Founded: 12/2
Headquarters: 2240 Douglas Blvd, Roseville, CA, 95661
FDIC cert: 35361
Website: www.fivestarbank.com

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GRACE WEALTH MANAGEMENT GROUP, INC.

All 2 loans

$755,100 — FY2024

The lenders

Five Star Bank

$200,000 — FY2020

U.S. Bank, National Association