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Isabel Francis Smith, Ltd. — SBA Loan Record (New Hudson, MI) | DealRoom

Intelligence/Portfolio Management and Investment Advice/MI

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SBA lending record

Isabel Francis Smith, Ltd.

56757 GRAND RIVER AVE, New Hudson, MI 48165 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$273K

Total SBA financing

1

Loan on record

FY2025

On record

14

Jobs supported

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

Is Isabel Francis Smith, Ltd. 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

$272,700 — FY2025

Gross approval: $272,700
SBA guaranteed: $204,525 (75%)
Status: Current
Rate at approval: 6.1% f
Term: 300 mo (25 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 11/7/2024
First disbursement: 11/13/2024
Days to fund: 6 days
Collateral: Required
Jobs supported: 14
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: Wells Fargo Bank National Association
Address: 56757 GRAND RIVER AVE
City: New Hudson, 48165
County: Oakland
SBA district office: MICHIGAN DISTRICT OFFICE
Congressional district: 11

The lender

Wells Fargo 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 Michigan Lenders for portfolio management and investment advice Portfolio Management and Investment Advice lenders in Michigan

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.

Harris Advisors, LLC

Canton, MI· ~15 mi

Portfolio Management and Investment Advice

$258K
SBA financing: ≈ $505K–$842K
Est. revenue (rough)

A2 Business LLC

Ann Arbor, MI· ~18 mi

Portfolio Management and Investment Advice

$200K
SBA financing: ≈ $392K–$654K
Est. revenue (rough)

Alexander Seiji Potter

Milford, MI· ~4 mi

Portfolio Management and Investment Advice

$900K
SBA financing: ≈ $1.8M–$2.9M
Est. revenue (rough)

Oskey Investment Group LLC

Rochester, MI· ~27 mi

Portfolio Management and Investment Advice

$331K
SBA financing: ≈ $649K–$1.1M
Est. revenue (rough)

Davis Capital Management, LLC

Shelby Township, MI· ~31 mi

Portfolio Management and Investment Advice

$330K
SBA financing: ≈ $647K–$1.1M
Est. revenue (rough)

Spiros Financial

East Lansing, MI· ~49 mi

Portfolio Management and Investment Advice

$300K
SBA financing: ≈ $588K–$980K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Isabel Francis Smith, Ltd. in New Hudson, MI (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 $273K
On record FY2025
14 jobs supported
Industry: Portfolio Management and Investment Advice
Location: New Hudson, MI
Lender: Wells Fargo 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 MI for ~$273k 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/isabel-francis-smith-ltd-mi
API:: https://dealroom.so/api/public/businesses/isabel-francis-smith-ltd-mi
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 Isabel Francis Smith, Ltd. 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 Isabel Francis Smith, Ltd..