SBA 7(a)Current

Fortune Financial Planning Acquisition LLC

Souderton, PATD Bank, National AssociationPortfolio Management and Investment Advice · NAICS 523940

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APPROVAL AMOUNT

$2,500,000

PROGRAM

SBA 7(a)

13 years term

APPROVED

2025-03-18

7.5% rate

JOBS SUPPORTED

Borrower-reported

Loan details & location

LOCATION

Souderton, PA 18964

INDUSTRY

Portfolio Management and Investment Advice · NAICS 523940

BUSINESS STRUCTURE

Corporation

LOAN TERM

13 years

INITIAL INTEREST RATE

7.5%

LOAN STATUS

Current

Souderton, PA 18964

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