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SBA Paycheck Protection Program - Portfolio Management - FederalPay
For Portfolio Management:
4,537
TOTAL PPP LOANS
$427M
TOTAL LOAN AMOUNT
(REPORTED BY DEC 1, 2020)
(REPORTED BY DEC 1, 2020)
$94,040
AVERAGE PPP LOAN
There are a total of 4,537 businesses in the Portfolio Management industry across the country that received PPP loans. They received an average of $94,040 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 |
| 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 |
| Sanctuary Wealth Group, LLC | INDIANAPOLIS | IN | 46260 | $1,790,572 | 0 |
| 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 |
| Pacific Financial Group, Inc. | BELLEVUE | WA | 98004 | $1,411,300 | 70 |
| 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 Partners, LP | 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 | 0 |
| 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 |
| 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 | 0 |
| Van Daele Homes, Inc. | RIVERSIDE | CA | 92504 | $1,111,793 | 0 |
| Southern Wealth Management LLP | SAN ANTONIO | TX | 78248 | $1,108,400 | 62 |
| Piscataqua Landscape & Tree Service, LLC | ELIOT | ME | 03903 | $1,105,800 | 86 |
| Millennium Capital And Recovery Corporation | HUDSON | OH | 44236 | $1,100,800 | 142 |
| Miller/Howard Investments Inc | WOODSTOCK | NY | 12498 | $1,097,500 | 46 |
| Jeff Koons LLC | NEW YORK | NY | 10018 | $1,091,200 | 53 |
| LFP Consulting LLC | BISMARCK | ND | 58501 | $1,079,600 | 83 |
| Money Concepts Capital Corp | PALM BEACH GARDENS | FL | 33418 | $1,059,937 | 60 |
PPP Company Loan Lists By State
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