SBA lending record
Perpetual Insurance Agency Inc.
2021 Montrose Ave Suite A, Montrose, CA 91020 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$335K
Total SBA financing
2
Loans on record
FY2025
On record
22
Jobs supported
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All 2 loans
$234,800 — FY2025
Loan 1 of 2- Gross approval
- $234,800
- SBA guaranteed
- $176,100 (75%)
- Status
- Cancelled
- Rate at approval
- 6.88% f
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 4/22/2025
- Collateral
- Required
- Jobs supported
- 11
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
The lender
Bank of America, National Association
2 loans to this business- Total assets
- $2672192.0B
- Deposits
- $2128004.0B
- Loans outstanding
- $1191560.0B
- Net income
- $7417.0B
- Return on assets
- 1.1176461170292418%
- Return on equity
- 12.16%
- Total equity
- $241710.0B
- Offices
- 3,610
- Founded
- 10/1
- Headquarters
- 100 N Tryon St, Charlotte, NC, 28202
- FDIC cert
- 3510
- Website
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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 Perpetual Insurance Agency Inc..