Industry intelligence
Securities Brokerage in California
4 securities brokerage businesses in California financed with SBA 7(a) loans, largest first. Each links to its complete record.
- MONARCH WEALTH STRATEGIESSanta Barbara, CA · 2 loans$1.6M
- Ahmad & Betancourt, Inc.San Jose, CA · 1 loan$1.2M
- PANDELIS P CHRYSSOSTOMIDES INCSan Diego, CA · 1 loan$1.0M
- 7 Streets Financial, LLCLa Mesa, CA · 1 loan$696K
AI summary
California has 4 securities brokerage businesses on record financed with SBA 7(a) loans, the largest of which closed $1.6M in financing.
DealRoom.so SBA Intelligence ranks the SBA lenders actively financing securities brokerage deals in California and surfaces typical loan sizes and risk signals, so buyers, advisors, and AI agents can see who funds securities brokerage businesses in California 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.
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DealRoom analysis of public SBA 7(a) lending records with a California project address.