Industry intelligence
Portfolio Management and Investment Advice in Maine
4 portfolio management and investment advice businesses in Maine financed with SBA 7(a) loans, largest first. Each links to its complete record.
- Halpin With Your Money LLCBrunswick, ME · 1 loan$1.0M
- FOURTEEN FORTY FINANCIAL LLCManchester, ME · 2 loans$200K
- Twin Shores Wealth Management LLCPortland, ME · 1 loan$60K
- Ana C Bourasseau-Calderon
AI summary
Maine has 4 portfolio management and investment advice businesses on record financed with SBA 7(a) loans, the largest of which closed $1.0M in financing.
DealRoom.so SBA Intelligence ranks the SBA lenders actively financing portfolio management and investment advice deals in Maine 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 Maine 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 Maine, largest first, from DealRoom.so SBA Intelligence. Each entry links to its complete public loan record. DealRoom is not a lender.
- 4 portfolio management and investment advice businesses financed in Maine
- Largest deal on record: $1.0M
- State: Maine
- 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.
- API:
- https://dealroom.so/api/public/industries/portfolio-management-and-investment-advice?state=maine
- Methodology:
- Sources & methodology
- Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
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DealRoom analysis of public SBA 7(a) lending records with a Maine project address.