Portfolio Management and Investment Advice in Nevada

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

AI summary

Nevada has 7 portfolio management and investment advice businesses on record financed with SBA 7(a) loans, the largest of which closed $5.0M in financing.

DealRoom.so SBA Intelligence ranks the SBA lenders actively financing portfolio management and investment advice deals in Nevada 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 Nevada 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 Nevada, largest first, from DealRoom.so SBA Intelligence. Each entry links to its complete public loan record. DealRoom is not a lender.

7 portfolio management and investment advice businesses financed in Nevada
Largest deal on record: $5.0M
State: Nevada
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/nevada
API:: https://dealroom.so/api/public/industries/portfolio-management-and-investment-advice?state=nevada
Methodology:: Sources & methodology

Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.

Financing a portfolio management and investment advice in Nevada?

Tell us your deal and we'll point you to the SBA lenders already funding this industry in your state.

Free · No documents · Usually same-day

Backed by data on 1,000+ SBA lenders and 300,000+ funded deals. Your details go only to lending partners you ask to be matched with — never sold to advertisers.

I authorize DealRoom to share my contact information with SBA lending partners and loan brokers (including partners who compensate DealRoom), who may contact me about financing. DealRoom is not a lender and makes no credit decision.

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