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NAICS 52592052

SBA Loans for "Trusts, Estates, and Agency Accounts"

"Trusts, Estates, and Agency Accounts" are one of the most-funded SBA 7(a) industries. Explore which lenders are actually approving "trusts, estates, and agency accounts" loans, what loan sizes they fund, and where activity is concentrated.

Find lenders funding "trusts, estates, and agency accounts"
Total loans
61
all programs
Approved $
$52.3M
last 5 years
Avg loan
$858K
median $145K
Most active lender
Wells Fargo Bank National Association
19 loans
Jobs supported
312K
cumulative

Loan size distribution

SBA 7(a) · LAST 12 MONTHS
9.8%
8.2%
14.8%
11.5%
21.3%
24.6%
9.8%
<$50K
$50–100K
$100–250K
$250–500K
$500K–1M
$1–2M
$2M+
Most common range
$100K – $250K
34% of loans
Median
$145,000
90th percentile
$612,000
"TRUSTS, ESTATES, AND AGENCY ACCOUNTS"-FRIENDLY LENDERS

The 5 lenders that approved 41% of "trusts, estates, and agency accounts" SBA loans last year.

Submit your "trusts, estates, and agency accounts" profile and we'll prioritize lenders that have already funded similar concept, size, and geography.

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Top lenders for "trusts, estates, and agency accounts"

Wells Fargo Bank National Association
19
The Bancorp Bank National Association
5
American National Bank
2
City National Bank
2
Crossroads Bank
2
Enterprise Bank & Trust
2

Top states for "trusts, estates, and agency accounts" loans

CA
26
MA
6
IN
5
AZ
4
NV
2
NY
2
Loan records · "Trusts, Estates, and Agency Accounts"
61 records
Sort:
MCCRONE LLC
Somerville, MA
$4,254,900
7(a)
The Bancorp Bank National Association$284K/job · 2022-05-05
Penny & Lawrence Polayes Family Trust
Morgan Hill, CA · 95037
$3,704,500
7(a)
Wells Fargo Bank National Association$74K/job · 2017-03-15
D&S NW Phoenix HC LLC
Surprise, AZ · 85374
$3,383,000
7(a)
American National Bank$23K/job · 2021-11-18
Arakelian Living Trust DTD 12/17/14
Glendale, CA · 91201
$2,660,400
7(a)
Enterprise Bank & Trust2019-06-28
French Clan Investments LLC
Austin, TX · 78732
$2,442,600
7(a)
SouthStar Bank, S.S.B.$244K/job · 2020-08-19
Luxury Flush LLC
Santa Clarita, CA · 91350
$2,220,600
7(a)
The Bancorp Bank National Association$20K/job · 2021-09-27
Theresa C Bagues trustee of Phillip Bagues III & Theresa Bagues Revoca
Huntington Park, CA · 90255
$1,754,800
7(a)
Bank of America, National Association$351K/job · 2021-09-16
McKee Family Trust Agreement
San Francisco, CA · 94103
$1,693,200
7(a)
Wells Fargo Bank National Association$423K/job · 2016-12-06
Benline Family Trust
San Diego, CA · 92109
$1,666,600
7(a)
Enterprise Bank & Trust$185K/job · 2010-02-02
Lawton Family Trust
San Francisco, CA · 94115
$1,616,000
7(a)
Wells Fargo Bank National Association$95K/job · 2014-01-30
Oak to Ember, LLC
Gloucester, MA
$1,540,300
7(a)
Northern Bank and Trust Company$50K/job · 2022-03-02
Ronald S. Gonzales & Deanne G. Gonzales Revocable Living Trust Agreement
Arroyo Grande, CA · 93420
$1,436,500
7(a)
Wells Fargo Bank National Association$103K/job · 2014-02-11
JY TRUST
Stockton, CA · 95202
$1,317,400
7(a)
Wells Fargo Bank National Association$44K/job · 2024-05-08
Jeffrey E. Runquist and Margaret A. Runquist, Trustees of the RUNQUIST FAMILY TR
Plymouth, CA · 95669
$1,248,000
7(a)
Wells Fargo Bank National Association$416K/job · 2016-05-18
4295 Eastham Corp.
Pembroke, MA
$1,229,000
7(a)
SouthState Bank, National Association$27K/job · 2022-12-13
The McKenna Family Trust
Anaheim, CA · 92807
$1,217,300
7(a)
Wells Fargo Bank National Association$609K/job · 2024-08-16
AARON C. GAILY AND ADRIENNE A. GAILY 2008 TRUST
Monterey, CA · 93940
$1,110,000
7(a)
Wells Fargo Bank National Association2017-04-20
Mehran Hariri and Susan Hariri, individually, and as Trustees of the Hariri Livi
Los Angeles, CA · 90017
$1,092,600
7(a)
Wells Fargo Bank National Association$156K/job · 2014-08-15
Family Revocable Trust of Bonnie Lou Garman
Angola, IN · 46703
$1,080,000
7(a)
Columbia Bank$360K/job · 2014-08-12
651 Broadway Realty Trust
Haverhill, MA
$1,000,000
7(a)
LendingClub Bank, National Association2012-06-15
Progressive '2000' Home Health Care, Inc.
Los Angeles, CA · 90046
$1,000,000
7(a)
Wells Fargo Bank National Association$20K/job · 2009-10-14
CW Car Wash 2016, LLC
Newport Beach, CA · 92660
$937,000
7(a)
The Bancorp Bank National Association$78K/job · 2021-12-20
Murthy Ventures LLC
Los Gatos, CA · 95032
$931,500
7(a)
The Bancorp Bank National Association$116K/job · 2022-07-13
SALISA . WAGNER LIVING TRUST, dated July 6, 2005
Valencia, CA · 91355
$838,000
7(a)
Wells Fargo Bank National Association$19K/job · 2019-02-14
57 Liquors Worthington, LLC
Worthington, IN · 47471
$825,000
7(a)
Springs Valley Bank & Trust Company$138K/job · 2021-10-26
1–25 of 61
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