Portfolio Management and Investment Advice in Connecticut

10 portfolio management and investment advice businesses in Connecticut financed with SBA 7(a) loans, largest first. Each links to its complete record.

Stamford, CT · 1 loan

$250K

North Cove LLCOld Saybrook, CT · 1 loan$250K

Michael TangneyGlastonbury, CT · 1 loan$250K

Ivory Wealth Management, Inc.Essex, CT · 1 loan$200K

TAILORED WEALTH LLCFairfield, CT · 3 loans$135K

SENTINEL ASSET MANAGEMENT LLCWallingford, CT · 1 loan$125K

Milford Financial Inc.Milford, CT · 1 loan$50K

Professional Services of America, LLCBloomfield, CT · 1 loan$5K

AI summary

Connecticut has 10 portfolio management and investment advice businesses on record financed with SBA 7(a) loans, the largest of which closed $4.5M in financing.

DealRoom.so SBA Intelligence ranks the SBA lenders actively financing portfolio management and investment advice deals in Connecticut and surfaces typical loan sizes and risk signals, so buyers, advisors, and AI agents can see who funds portfolio management and investment advice businesses in Connecticut before they approach a lender.

Source: DealRoom.so SBA Intelligence, based on public SBA, lender, franchise, FDIC, and related records. DealRoom is not a lender and does not guarantee financing.

Agent summary

This page lists public SBA 7(a)-financed portfolio management and investment advice businesses in Connecticut, largest first, from DealRoom.so SBA Intelligence. Each entry links to its complete public loan record. DealRoom is not a lender.

10 portfolio management and investment advice businesses financed in Connecticut
Largest deal on record: $4.5M
State: Connecticut
Industry: Portfolio Management and Investment Advice

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/intelligence/portfolio-management-and-investment-advice/connecticut
API:: https://dealroom.so/api/public/industries/portfolio-management-and-investment-advice?state=connecticut
Methodology:: Sources & methodology

Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and DealRoom methodology; verify before relying on them.
Results cover businesses with a project address in this state. Figures are historical public loan records, not a current offer or loan approval.

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DealRoom analysis of public SBA 7(a) lending records with a Connecticut project address.