SBA lending record
350 Sevilla Ave, Coral Gables, FL 33134 · Portfolio Management. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$2.6M
Total SBA financing
3
Loans on record
FY2021–22
On record
13
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Philip James Wealth Management, LLC dba PGI Wealth Management your business?
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The banks most active funding portfolio management — by location, industry.
This page summarizes the public SBA 7(a) lending record for Philip James Wealth Management, LLC dba PGI Wealth Management in Coral Gables, FL (Portfolio Management). 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 businesses in FL for ~$873k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.
Is Philip James Wealth Management, LLC dba PGI Wealth Management 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 Philip James Wealth Management, LLC dba PGI Wealth Management.