PAYCHECK PROTECTION LOAN DATA NOW AVAILABLE — FederalPay is now hosting the latest publicly released PPP loan company data from the SBA (Updated April 5, 2023)

SBA Paycheck Protection Program - Portfolio Management - FederalPay

For Portfolio Management:
6,081 TOTAL PPP LOANS
$508M TOTAL LOAN AMOUNT
(REPORTED BY DEC 1, 2020)
$83,589 AVERAGE PPP LOAN

There are a total of 6,081 businesses in the Portfolio Management industry across the country that received PPP loans. They received an average of $83,589 per loan.

PPP Loans granted to "Portfolio Management" companies:

Company Name City State ZIP PPP Amount Jobs Reported
Russell Tobin And Associates LLC New York NY 10170 $10,000,000 500
Western Milling Goshen CA 93227 $5,570,200 346
Steward Partners Global Advisory, LLC New York NY 10017 $5,004,000 233
Carson Group Holdings, LLC Omaha NE 68154 $4,064,500 235
Savant Capital, LLC Rockford IL 61107 $3,653,200 200
Mayfair Management Group LP Dallas TX 75254 $3,180,497 350
PMA Financial Network LLC Naperville IL 60563 $2,900,000 163
Merlone Geier Management, LLC San Francisco CA 94104 $2,827,700 126
TI Communities HR LP Irving TX 75038 $2,630,200 211
R. W. Selby & Co., Inc Los Angeles CA 90049 $2,477,300 250
Unified Trust Company, Na Lexington KY 40504 $2,069,700 124
American Portfolios Holdings, Inc Holbrook NY 11741 $1,979,148 113
Stellar Gallery Fresno CA 93711 $1,960,775 102
Andco Consulting LLC Winter Park FL 32789 $1,928,333 89
Perlenfein Inc Albany OR 97321 $1,920,300 155
Level Four Group, LLC Dallas TX 75251 $1,858,823 103
Crescent Real Estate LLC Fort Worth TX 76102 $1,854,879 121
Cleanchoice Energy Shared Services, LLC Washington DC 20007 $1,841,600 118
Formulafolio Investment LLC Grand Rapids MI 49503 $1,817,450 87
University Of Virginia Darden School Foundation Charlottesville VA 22903 $1,802,623 63
Sanctuary Wealth Group, LLC Indianapolis IN 46260 $1,790,572 84
Verus Residential Loanco, LLC Washington DC 20036 $1,773,100 86
Keypoint Partners, LLC Burlington MA 01803 $1,622,708 93
TJM Investments, LLC Chicago IL 60606 $1,604,300 58
RNC Capital Management LLC Los Angeles CA 90025 $1,577,800 70
Americas Leading Finance LLC San Juan PR 00918 $1,573,000 137
Hamilton Capital, LLC Columbus OH 43220 $1,535,100 67
Hoosier Investments LLC Mishawaka IN 46545 $1,482,217 165
Treecon Resources Inc Lufkin TX 75901 $1,462,900 134
Salient Employment Services LLC Houston TX 77027 $1,423,265 56
Pacific Financial Group, Inc Bellevue WA 98004 $1,411,300 70
Goal Structured Solutions, Inc San Diego CA 92101 $1,395,927 49
CS Financial Group Inc Glen Allen VA 23059 $1,370,851 87
Cornerstone Advisors, Inc Bellevue WA 98004 $1,369,100 65
CA Capital Operations, LLC Irvine CA 92614 $1,360,900 70
Salient Employment Services, LLC Houston TX 77027 $1,356,500 80
Treecon Resources, Inc Lufkin TX 75901 $1,353,568 134
Kingsview Wealth Management, LLC Grants Pass OR 97526 $1,341,728 98
Price Realty Management Corporation Addison TX 75001 $1,329,500 107
Altair Advisers LLC Chicago IL 60606 $1,265,900 64
Annex Wealth Management, LLC Elm Grove WI 53122 $1,206,948 75
Davis R M Inc Portland ME 04101 $1,188,100 55
The Wilder Companies, LTD Boston MA 02199 $1,183,035 57
TSG Wealth Management LLC Long Beach CA 90803 $1,180,392 39
Shopoff Realty Investments LP Irvine CA 92614 $1,157,648 55
Colonial Consulting, LLC New York NY 10019 $1,157,500 52
Enprotec Inc Abilene TX 79601 $1,150,756 85
HM Payson & Co Portland ME 04101 $1,145,153 44
William Gottlieb Management Co., LLC New York NY 10014 $1,136,100 104
Van Daele Homes, Inc Riverside CA 92504 $1,111,793 61

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/portfolio-management