Wealth Managers Amongst the Lowest Risk Professionals for Lenders

Out of 3,482 SBA loans provided to Financial and Investment Advisors since 2000:

  • No standard SBA 7a loan disbursed in the last 10 years has defaulted
  • No SBA loan (Express or Standard) disbursed in the last 10 years has defaulted
  • Only 4 loans resulted in bank charge-offs for loans over $350,000
  • Of these 4 charges offs, only 2 were for loans over $1,000,0000
  • Since 1991, there have been no defaults for loans over $1,500,000

SBA Loan Volum Since 2000

3,482 loans for $1,098,836,524 from over 250 SBA lenders

4 NAICS Codes:

  • 523930 Investment Advice

  • 523920 Portfolio Management

  • 523120 Securities Brokerage

  • 523999 Misc. Financial Investment Activities

klsjdajsdhaksjdhasj

Advisor.Loans analysis of SBA data found at SBA.gov

Our free Advisor Lending Guide eBook

has just been updated for Q4.

Click to view, print, or save.

0 Comments