SBA lending record
11201 South East 8th Street, Bellevue, WA 98004 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$500K
Total SBA financing
1
Loan on record
FY2025
On record
6
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is The Petricic Phillips Financial Group 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.
2020 Wealth Management LLC
Seattle, WA· ~6 mi
Portfolio Management and Investment Advice
Mars Jewett Financial Group, Inc.
Bellevue, WA· ~0 mi
Portfolio Management and Investment Advice
Ignite Financial Services LLC
Normandy Park, WA· ~14 mi
Portfolio Management and Investment Advice
North Creek Capital, LLC
Seattle, WA· ~10 mi
Portfolio Management and Investment Advice
SGEA, LLC
Issaquah, WA· ~8 mi
Portfolio Management and Investment Advice
Provident Living Advisors LLC
Silverdale, WA· ~24 mi
Portfolio Management and Investment Advice
This page summarizes the public SBA 7(a) lending record for The Petricic Phillips Financial Group LLC in Bellevue, WA (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 WA for ~$500k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.
Is The Petricic Phillips Financial Group 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 The Petricic Phillips Financial Group LLC.