Integrated Wealth Management Inc.
787 N. Palm Canyon Drive, Palm Springs, CA 92262 · Investment Advice (NAICS 523930)
Loan Summary
Source: SBA FOIA Loan-Level DataTotal Loans
4
Total Amount
$6.2M
Jobs Supported
89
Years Active
2009–2015
Loan History (4)
Source: SBA FOIA7(a)$990,000
Paid in Full
- Approved
- Apr 22, 2015 (FY2015)
- SBA Guaranteed
- $742,500 (75%)
- Term
- 120 months (10.0 yrs)
- Interest Rate
- 5.25%
- Revolver
- 0
- Jobs Supported
- 33
- Business Type
- Corporation
- Industry
- Investment Advice (NAICS 523930)
- Paid in Full
- Sep 30, 2017
Lender
Live Oak Banking Company
1741 Tiburon Dr, Wilmington, NC 28403
Project Location
Riverside County, CA
7(a)$2,000,000
Paid in Full
- Approved
- Apr 22, 2014 (FY2014)
- SBA Guaranteed
- $1,500,000 (75%)
- Term
- 120 months (10.0 yrs)
- Interest Rate
- 5.25%
- Revolver
- 0
- Jobs Supported
- 24
- Business Type
- Corporation
- Industry
- Investment Advice (NAICS 523930)
- Paid in Full
- Sep 30, 2017
Lender
Live Oak Banking Company
1741 Tiburon Dr, Wilmington, NC 28403
Project Location
Riverside County, CA
7(a)$2,000,000
Paid in Full
- Approved
- Apr 22, 2014 (FY2014)
- SBA Guaranteed
- $1,500,000 (75%)
- Term
- 120 months (10.0 yrs)
- Interest Rate
- 5.25%
- Revolver
- 0
- Jobs Supported
- 24
- Business Type
- Corporation
- Industry
- Investment Advice (NAICS 523930)
- Paid in Full
- Sep 30, 2017
Lender
Live Oak Banking Company
1741 Tiburon Dr, Wilmington, NC 28403
Project Location
Riverside County, CA
7(a)$1,246,600
Paid in Full
- Approved
- Feb 19, 2009 (FY2009)
- SBA Guaranteed
- $934,950 (75%)
- Term
- 307 months (25.6 yrs)
- Revolver
- 0
- Jobs Supported
- 8
- Business Type
- Corporation
- Industry
- Investment Advice (NAICS 523930)
- Paid in Full
- Dec 31, 2015
Lender
Wells Fargo Bank National Association
3201 N 4th Ave, Sioux Falls, SD 57104
Project Location
Riverside County, CA
Business Details
- Business Type
- Corporation
- NAICS Code
- 523930 — Investment Advice
- Address
- 787 N. Palm Canyon Drive
Palm Springs, CA 92262
Lenders
- Live Oak Banking Company
- 1741 Tiburon Dr, Wilmington, NC 28403
- Wells Fargo Bank National Association
- 3201 N 4th Ave, Sioux Falls, SD 57104