Industry intelligence
Portfolio Management and Investment Advice in North Dakota
2 portfolio management and investment advice businesses in North Dakota financed with SBA 7(a) loans, largest first. Each links to its complete record.
- Van Dam Financial GroupFargo, ND · 1 loan$225K
- Gregory M. Barnhart Financial PlanningMinot, ND · 1 loan$65K
AI summary
North Dakota has 2 portfolio management and investment advice businesses on record financed with SBA 7(a) loans, the largest of which closed $225K in financing.
DealRoom.so SBA Intelligence ranks the SBA lenders actively financing portfolio management and investment advice deals in North Dakota 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 North Dakota 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 North Dakota, largest first, from DealRoom.so SBA Intelligence. Each entry links to its complete public loan record. DealRoom is not a lender.
- 2 portfolio management and investment advice businesses financed in North Dakota
- Largest deal on record: $225K
- State: North Dakota
- 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.
- Methodology:
- Sources & methodology
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DealRoom analysis of public SBA 7(a) lending records with a North Dakota project address.