SBA lending record
802 W Bannock Street, Boise, ID 83702 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$670K
Total SBA financing
1
Loan on record
FY2024
On record
3
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Rick Roby Agency 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.
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.
Divecha Financial LLC
Nampa, ID· ~17 mi
Portfolio Management and Investment Advice
ASPIREAN WEALTH, LLC
Chesterton, IN· ~1482 mi
Portfolio Management and Investment Advice
MISSION 17 MEDIA, INC.
Arlington Heights, IL· ~1426 mi
Portfolio Management and Investment Advice
Matthew Johnson Bouts
Plymouth, MN· ~1125 mi
Ameriprise Financial
Erik Rosvold
Hopkins, MN· ~1128 mi
Ameriprise Financial
Wealth Ridge Planning LLC
Black River Falls, WI· ~1257 mi
Portfolio Management and Investment Advice
This page summarizes the public SBA 7(a) lending record for Rick Roby Agency LLC in Boise, ID (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 ID for ~$670k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.
Is Rick Roby Agency LLC your business?
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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 Rick Roby Agency LLC.