SBA lending record
Integrated Wealth Services LLC
1515 E Missouri Ave, Phoenix, AZ 85014 · Other Accounting Services. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$1.1M
Total SBA financing
1
Loan on record
FY2023
On record
7
Jobs supported
● business · ● lender — business location is the ZIP-area centroid from the public record
Is Integrated Wealth Services LLC your business?
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The loan
$1,077,600 — FY2023
- Gross approval
- $1,077,600
- SBA guaranteed
- $808,200 (75%)
- Status
- Current
- Rate at approval
- 9% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Business purchase
- Approved
- 5/19/2023
- First disbursement
- 5/31/2023
- Days to fund
- 12 days
- Collateral
- Required
- Jobs supported
- 7
- Business type
The lender
The Bancorp Bank National Association
1 loan to this business- Total assets
- $9899.7B
- Deposits
- $8441.1B
- Loans outstanding
- $7818.9B
- Net income
- $69.1B
- Return on assets
- 2.871009023309259%
- Return on equity
- 31.71%
- Total equity
- $872.7B
- Offices
- 1
- Founded
- 07/2
- Headquarters
- 345 N Reid Pl, Sioux Falls, SD, 57103
- FDIC cert
- 35444
- Website
Is Integrated Wealth Services 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 and FDIC BankFind. Figures are as reported; verify before relying on them. Not affiliated with Integrated Wealth Services LLC.