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Planet Investment USA LLC — SBA Loan Record (Chamblee, GA) | DealRoom

Intelligence/Insurance Agencies and Brokerages/GA

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SBA lending record

Planet Investment USA LLC

4158 CLAIRMONT RD, Chamblee, GA 30341 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$408K

Total SBA financing

1

Loan on record

FY2022

On record

1

Jobs supported

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

Is Planet Investment USA LLC 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

$408,000 — FY2022

Gross approval: $408,000
SBA guaranteed: $306,000 (75%)
Status: Current
Rate at approval: 4.5% v
Term: 300 mo (25 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 3/17/2022
First disbursement: 3/31/2022
Days to fund: 14 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 1
Business type: Corporation
Business age: New Business or 2 years or less
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: Loyal Trust Bank
Address: 4158 CLAIRMONT RD
City: Chamblee, 30341
County: Dekalb
SBA district office: GEORGIA DISTRICT OFFICE
Congressional district: 6

The lender

Loyal Trust Bank

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 insurance agencies and brokerages — by location, industry.

SBA lenders in Georgia Lenders for insurance agencies and brokerages Insurance Agencies and Brokerages lenders in Georgia

Similar businesses

Comparable insurance agencies and brokerages in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

CUMBERLAND VININGS SUITE LLC

Atlanta, GA· ~10 mi

Insurance Agencies and Brokerages

$374K
SBA financing: ≈ $732K–$1.2M
Est. revenue (rough)

Parks Property Investments, LLC

Tucker, GA· ~6 mi

Insurance Agencies and Brokerages

$326K
SBA financing: ≈ $639K–$1.1M
Est. revenue (rough)

SOL SERVICES INC

Atlanta, GA· ~4 mi

Insurance Agencies and Brokerages

$440K
SBA financing: ≈ $863K–$1.4M
Est. revenue (rough)

Risk & Insurance Consultants of North Georgia

Atlanta, GA· ~9 mi

Insurance Agencies and Brokerages

$500K
SBA financing: ≈ $980K–$1.6M
Est. revenue (rough)

Alicia L Wallace Agency Inc

Decatur, GA· ~6 mi

Insurance Agencies and Brokerages

$305K
SBA financing: ≈ $598K–$997K
Est. revenue (rough)

THE HENRY AGENCY INC

Chamblee, GA· ~4 mi

Insurance Agencies and Brokerages

$337K
SBA financing: ≈ $661K–$1.1M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Planet Investment USA LLC in Chamblee, GA (Insurance Agencies and Brokerages). 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 $408K
On record FY2022
1 jobs supported
Industry: Insurance Agencies and Brokerages
Location: Chamblee, GA
Lender: Loyal Trust Bank

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Insurance Agencies and Brokerages businesses in GA for ~$408k 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/planet-investment-usa-llc-ga
API:: https://dealroom.so/api/public/businesses/planet-investment-usa-llc-ga
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 Planet Investment USA LLC 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 Planet Investment USA LLC.