SBA lending record
Wealth Compass Insurance Services, Inc
5860 OWENS AVE, STE. 150, Carlsbad, CA 92008 · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$1.2M
Total SBA financing
1
Loan on record
FY2021
On record
6
Jobs supported
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The loan
$1,206,500 — FY2021
- Gross approval
- $1,206,500
- SBA guaranteed
- $1,085,850 (90%)
- Status
- Current
- Rate at approval
- 6% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 3/8/2021
- First disbursement
- 3/17/2021
- Days to fund
- 9 days
- Collateral
- Required
- Sold on secondary market
- Yes
The lender
Columbia Bank
1 loan to this business- Total assets
- $66011.1B
- Deposits
- $53615.0B
- Loans outstanding
- $47319.6B
- Net income
- $198.2B
- Return on assets
- 1.1936416342934393%
- Return on equity
- 9.84%
- Total equity
- $7965.5B
- Offices
- 376
- Founded
- 11/0
- Headquarters
- 445 Se Main St, Roseburg, OR, 97470
- FDIC cert
- 17266
- Website
- www.columbiabank.com/
Is Wealth Compass Insurance Services, Inc your business?
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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 Wealth Compass Insurance Services, Inc.