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NAVIGATION WEALTH MANAGEMENT INC — SBA Loan Record (Fort Collins, CO) | DealRoom

Intelligence/Portfolio Management and Investment Advice/CO

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SBA lending record

NAVIGATION WEALTH MANAGEMENT INC

2038 CARIBOU DR, Fort Collins, CO 80525 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$961K

Total SBA financing

1

Loan on record

FY2023

On record

7

Jobs supported

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

Is NAVIGATION WEALTH MANAGEMENT INC 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

$960,800 — FY2023

Gross approval: $960,800
SBA guaranteed: $720,600 (75%)
Status: Current
Rate at approval: 7.19% f
Term: 300 mo (25 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 9/9/2023
First disbursement: 9/15/2023
Days to fund: 6 days
Collateral: Required
Jobs supported: 7
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: BMO Bank National Association
Address: 2038 CARIBOU DR
City: Fort Collins, 80525
County: Larimer
SBA district office: COLORADO DISTRICT OFFICE
Congressional district: 2

The lender

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

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.

JFanning Properties LLC

Fort Collins, CO· ~1 mi

Portfolio Management and Investment Advice

$765K
SBA financing: ≈ $1.5M–$2.5M
Est. revenue (rough)

Mountain Range Wealth Management, LLC

Johnstown, CO· ~9 mi

Portfolio Management and Investment Advice

$699K
SBA financing: ≈ $1.4M–$2.3M
Est. revenue (rough)

Mark A. Haenny, LLC

Loveland, CO· ~6 mi

Portfolio Management and Investment Advice

$430K
SBA financing: ≈ $843K–$1.4M
Est. revenue (rough)

Kindling Group LLC

Denver, CO· ~55 mi

Portfolio Management and Investment Advice

$1.2M
SBA financing: ≈ $2.4M–$4.1M
Est. revenue (rough)

H&S Endeavors, LLC

Boulder, CO· ~37 mi

Portfolio Management and Investment Advice

$420K
SBA financing: ≈ $824K–$1.4M
Est. revenue (rough)

730 17th St Suite 9F & 9G LLC

Denver, CO· ~54 mi

Portfolio Management and Investment Advice

$593K
SBA financing: ≈ $1.2M–$1.9M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for NAVIGATION WEALTH MANAGEMENT INC in Fort Collins, CO (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 $961K
On record FY2023
7 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Fort Collins, CO
Lender: BMO 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 CO for ~$961k 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/navigation-wealth-management-inc-co
API:: https://dealroom.so/api/public/businesses/navigation-wealth-management-inc-co
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 NAVIGATION WEALTH MANAGEMENT INC 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 NAVIGATION WEALTH MANAGEMENT INC.