SBA lending record
SIMPLIFIED WEALTH MANAGEMENT INC.
391 N MAIN ST STE 107, Corona, CA 92878 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$340K
Total SBA financing
1
Loan on record
FY2024
On record
18
Jobs supported
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The loan
$340,000 — FY2024
- Gross approval
- $340,000
- SBA guaranteed
- $255,000 (75%)
- Status
- Current
- Rate at approval
- 8.5% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 8/23/2024
- First disbursement
- 9/13/2024
- Days to fund
- 21 days
- Collateral
- Required
- Jobs supported
- 18
- Business type
The lender
JPMorgan Chase Bank, National Association
1 loan to this business- Total assets
- $4016571.0B
- Deposits
- $2787994.0B
- Loans outstanding
- $1493977.0B
- Net income
- $13974.0B
- Return on assets
- 1.438906517541693%
- Return on equity
- 16.64%
- Total equity
- $335931.0B
- Offices
- 5,132
- Founded
- 01/0
- Headquarters
- 3528 E Tremont Ave, Bronx, NY, 10465
- FDIC cert
- 628
- 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 SIMPLIFIED WEALTH MANAGEMENT INC..