SBA 7(a)Paid in Full

Philip James Wealth Management, LLC dba PGI Wealth Management

Coral Gables, FLThe Bancorp Bank National AssociationPortfolio Management · NAICS 523920

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APPROVAL AMOUNT

$1,918,500

PROGRAM

SBA 7(a)

10 years term

APPROVED

2021-02-02

6% rate

JOBS SUPPORTED

Borrower-reported

Loan details & location

LOCATION

Coral Gables, FL 33134

INDUSTRY

Portfolio Management · NAICS 523920

BUSINESS STRUCTURE

Corporation

LOAN TERM

10 years

INITIAL INTEREST RATE

LOAN STATUS

Paid in Full

Coral Gables, FL 33134

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