SBA lending record
Victory Independent Planning, LLC
1576 JAMAICA CT, Marco Island, FL 34145 · Portfolio Management. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$1.1M
Total SBA financing
1
Loan on record
FY2020
On record
—
Jobs supported
Franchise brand
Dynamic Wealth Advisors - Investment Advisor Representative
See Dynamic Wealth Advisors - Investment Advisor Representative 's SBA financing data — typical deal, failure rate, and how its loans perform →
● business — business location is the ZIP-area centroid from the public record
Is Victory Independent Planning, 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 loan
$1,050,000 — FY2020
- Gross approval
- $1,050,000
- SBA guaranteed
- $787,500 (75%)
- Status
- Paid in full
- Rate at approval
- 5.25% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Business purchase
- Approved
- 5/27/2020
- First disbursement
- 6/30/2020
- Days to fund
- 34 days
- Paid in full
- 7/31/2022
- Collateral
- None
- Sold on secondary market
The lender
Pathward National Association
1 loan to this businessFull SBA lending record + branches on the lender page →Agent summary
This page summarizes the public SBA 7(a) lending record for Victory Independent Planning, LLC in Marco Island, 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.
- 1 SBA 7(a) loan totaling $1.1M
- On record FY2020
- Industry: Portfolio Management
- Location: Marco Island, FL
- Lender: Pathward National Association
Is Victory Independent Planning, 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 Victory Independent Planning, LLC.