PAYCHECK PROTECTION LOAN DATA NOW AVAILABLE — FederalPay is now hosting the latest publicly released PPP loan company data from the SBA

SBA Paycheck Protection Program - Investment Advice - FederalPay

For Investment Advice:
32,223 TOTAL PPP LOANS
$1.4B TOTAL LOAN AMOUNT
(REPORTED BY DEC 1, 2020)
$44,994 AVERAGE PPP LOAN

There are a total of 32,223 businesses in the Investment Advice industry across the country that received PPP loans. They received an average of $44,994 per loan.

PPP Loans granted to "Investment Advice" companies:

Company Name City State ZIP PPP Amount Jobs Reported
Compass Electronics Group LLC Saint Louis MO 63105 $5,334,700 250
Meketa Investment Group, Inc Westwood MA 02090 $4,593,752 201
Aspiriant, LLC Los Angeles CA 90025 $4,118,862 188
Aldrich CPA's And Advisors LLP Salem OR 97301 $3,248,000 243
Argi Financial Group LLC Louisville KY 40245 $3,167,000 205
Globe Tax Services Inc New York NY 10004 $2,992,722 169
Creditsights, Inc New York NY 10016 $2,773,037 110
Moors & Cabot, Inc Boston MA 02109 $2,739,456 139
Midwest Commercial Interiors Salt Lake City UT 84101 $2,604,600 174
C & E Financial Group, Inc Salt Lake City UT 84107 $2,499,995 60
Clearstead Advisors, LLC Cleveland OH 44114 $2,276,720 85
Larson Financial Holdings LLC Chesterfield MO 63017 $2,258,700 167
Conrad M Siegel, Inc Harrisburg PA 17110 $2,241,537 150
Arrow Investment Advisors LLC Laurel MD 20707 $2,234,215 15
North Star Resource Group Minneapolis MN 55414 $2,220,600 174
Valmark Financial Group LLC Akron OH 44333 $2,214,700 141
Summit Financial Holdings, LLC Parsippany NJ 07054 $2,200,800 125
RV. Kuhns & Associates, Inc Portland OR 97204 $2,050,000 119
Spartan Capital New York NY 10006 $2,024,263 141
Atlanticus Services Corporation Atlanta GA 30328 $1,965,700 142
Signature Estate & Investment Advisors LLC Los Angeles CA 90067 $1,850,319 114
Cary Street Partners Financial, LLC Richmond VA 23219 $1,821,580 104
Sequoia Financial Group, LLC Akron OH 44333 $1,817,000 93
Oxford 2005 Holdings, LLC Denver CO 80202 $1,808,700 153
Sageview Advisory Group, Inc Irvine CA 92614 $1,790,143 94
Ametros Financial Corporation Wilmington MA 01887 $1,781,192 109
Trilogy Financial Services, Inc Huntington Beach CA 92647 $1,729,900 140
The Ancora Group, Inc Cleveland OH 44124 $1,718,568 83
Sierra Financial Services, Inc Broomfield CO 80021 $1,707,455 119
Flexible Plan Investments, LTD Bloomfield Hills MI 48302 $1,639,430 88
Omni Financial Of Nevada Inc Las Vegas NV 89146 $1,638,647 155
Purshe Kaplan Sterling Investments, Inc Albany NY 12211 $1,590,400 101
SRP Management, Inc San Francisco CA 94111 $1,587,600 73
Mission Capital Advisors LLC Jupiter FL 33458 $1,585,400 203
The Debt Exchange, Inc Boston MA 02110 $1,523,400 70
Trinity Key Holdings Inc Tinton Falls NJ 07724 $1,500,000 100
Atlas Capital Group, LLC New York NY 10022 $1,491,550 62
Baystate Financial Services LLC Boston MA 02116 $1,481,200 79
Redcloud Consulting Inc Bellevue WA 98004 $1,447,142 66
Cascadia Capital LLC Seattle WA 98104 $1,433,400 52
Coldstream Holdings Inc Bellevue WA 98004 $1,425,300 73
Seubert & Associates, Inc Pittsburgh PA 15212 $1,417,800 75
Lucia Capital Group, LLC San Diego CA 92128 $1,404,363 59
Destination Wealth Management Walnut Creek CA 94597 $1,353,898 91
Pitcairn Trust Company Jenkintown PA 19046 $1,344,500 67
Bvoh LLC San Francisco CA 94105 $1,284,600 59
Trivista Business Group Inc Aliso Viejo CA 92656 $1,274,199 85
Dunham And Associates Holdings, Inc.. And Subsidiaries San Diego CA 92121 $1,268,615 85
Ballast Investments, LLC San Francisco CA 94102 $1,267,300 90
Truepoint Inc Blue Ash OH 45242 $1,256,082 64

PPP Company Loan Lists By State

Choose any state to view all publicly available information on Paycheck Protection Program loans received by companies in that state.

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** This Document Provided By www.FederalPay.org - The Civil Employee's Resource **
Source: www.federalpay.org/paycheck-protection-program/industries/investment-advice