SBA lending record
8712 BARDMOOR CIR, Wilmington, NC 28411 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$265K
Total SBA financing
1
Loan on record
FY2024
On record
1
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Martin Aaron Shapiro your business?
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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.
The Breit Group, LLC
Wrightsville Beach, NC· ~6 mi
Portfolio Management and Investment Advice
Grid 202 LLC
Durham, NC· ~125 mi
Portfolio Management and Investment Advice
By Design Wealth Management, LLC
Columbia, SC· ~187 mi
Portfolio Management and Investment Advice
Wall Street Investments, LLC
Clinton, NC· ~59 mi
Portfolio Management and Investment Advice
HealthRight Products, LLC.
Greensboro, NC· ~168 mi
Northwestern Mutual - Field Director's Contract
Mobius Financial Advisors LLC
Sunset, SC· ~292 mi
Portfolio Management and Investment Advice
This page summarizes the public SBA 7(a) lending record for Martin Aaron Shapiro in Wilmington, NC (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 NC for ~$265k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.
Is Martin Aaron Shapiro your business?
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