Prism Financial Strategies Llc

333 W Hampden Ave Suite 605, Englewood, CO 80110 · Securities Brokerage (NAICS 523120)

Loan Summary

Source: SBA FOIA Loan-Level Data

Total Loans

4

Total Amount

$5.9M

Jobs Supported

9

Years Active

2020–2020

Loan History (4)

Source: SBA FOIA
7(a)$2,000,000
Paid in Full
Approved
Feb 28, 2020 (FY2020)
SBA Guaranteed
$1,500,000 (75%)
Term
120 months (10.0 yrs)
Interest Rate
7.50%
Revolver
0
Jobs Supported
4
Business Type
Corporation
Business Age
Existing or More Than 2 Years Old
Industry
Securities Brokerage (NAICS 523120)
Paid in Full
Feb 28, 2023

Lender

Byline Bank

180 N Lasalle St, Ste 300, Chicago, IL 60601

Project Location

Arapahoe County, CO

7(a)$1,925,000
Cancelled
Approved
Apr 24, 2020 (FY2020)
SBA Guaranteed
$1,443,750 (75%)
Term
120 months (10.0 yrs)
Interest Rate
6.00%
Revolver
0
Jobs Supported
1
Business Type
Corporation
Business Age
Existing or More Than 2 Years Old
Industry
Investment Advice (NAICS 523930)

Lender

Byline Bank

180 N Lasalle St, Ste 300, Chicago, IL 60601

Project Location

Arapahoe County, CO

7(a)$975,000
Paid in Full
Approved
Jun 11, 2020 (FY2020)
SBA Guaranteed
$731,250 (75%)
Term
120 months (10.0 yrs)
Interest Rate
6.00%
Revolver
0
Jobs Supported
2
Business Type
Corporation
Business Age
Existing or More Than 2 Years Old
Industry
Securities Brokerage (NAICS 523120)
Paid in Full
Feb 28, 2023

Lender

Byline Bank

180 N Lasalle St, Ste 300, Chicago, IL 60601

Project Location

Arapahoe County, CO

7(a)$975,000
Cancelled
Approved
Jun 11, 2020 (FY2020)
SBA Guaranteed
$731,250 (75%)
Term
120 months (10.0 yrs)
Interest Rate
6.00%
Revolver
0
Jobs Supported
2
Business Type
Corporation
Business Age
Change of Ownership
Industry
Securities Brokerage (NAICS 523120)

Lender

Byline Bank

180 N Lasalle St, Ste 300, Chicago, IL 60601

Project Location

Arapahoe County, CO

Business Details

Business Type
Corporation
Business Age
Existing or More Than 2 Years Old
NAICS Code
523120 Securities Brokerage
Address
333 W Hampden Ave Suite 605
Englewood, CO 80110

Lender

Byline Bank
180 N Lasalle St, Ste 300, Chicago, IL 60601

Other SBA Borrowers in Englewood

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