Gcg Wealth Management Llc
9115 Harris Corners Pkwy Ste 2, Charlotte, NC 28269 · Investment Advice (NAICS 523930)
Loan Summary
Source: SBA FOIA Loan-Level DataTotal Loans
4
Total Amount
$7.2M
Jobs Supported
74
Years Active
2016–2021
Loan History (4)
Source: SBA FOIA7(a)$3,400,000
Paid in Full
- Approved
- Apr 1, 2021 (FY2021)
- SBA Guaranteed
- $1,156,000 (34%)
- Term
- 120 months (10.0 yrs)
- Interest Rate
- 6.00%
- Revolver
- 0
- Jobs Supported
- 41
- Business Type
- Corporation
- Business Age
- Existing or More Than 2 Years Old
- Industry
- Investment Advice (NAICS 523930)
- Paid in Full
- Aug 31, 2023
Lender
Byline Bank
180 N Lasalle St, Ste 300, Chicago, IL 60601
Project Location
Mecklenburg County, NC
7(a)$3,627,000
Paid in Full
- Approved
- Oct 9, 2019 (FY2020)
- SBA Guaranteed
- $2,720,250 (75%)
- Term
- 120 months (10.0 yrs)
- Interest Rate
- 7.00%
- Revolver
- 0
- Business Type
- Corporation
- Business Age
- Existing or More Than 2 Years Old
- Industry
- Insurance Agencies and Brokerages (NAICS 524210)
- Paid in Full
- Aug 31, 2023
Lender
First State Bank Nebraska
2701 Grainger Pkwy, Lincoln, NE 68516
Project Location
Mecklenburg County, NC
7(a)$100,000
Paid in Full
- Approved
- Jul 31, 2018 (FY2018)
- SBA Guaranteed
- $50,000 (50%)
- Term
- 120 months (10.0 yrs)
- Interest Rate
- 7.25%
- Revolver
- 1
- Business Type
- Corporation
- Business Age
- Existing or More Than 2 Years Old
- Industry
- Investment Advice (NAICS 523930)
- Paid in Full
- Jul 31, 2022
Lender
First State Bank Nebraska
2701 Grainger Pkwy, Lincoln, NE 68516
Project Location
Mecklenburg County, NC
7(a)$100,000
Paid in Full
- Approved
- Aug 11, 2016 (FY2016)
- SBA Guaranteed
- $50,000 (50%)
- Term
- 24 months (2.0 yrs)
- Interest Rate
- 7.93%
- Revolver
- 1
- Jobs Supported
- 33
- Business Type
- Corporation
- Industry
- Insurance Agencies and Brokerages (NAICS 524210)
- Paid in Full
- Oct 31, 2019
Lender
Wells Fargo Bank National Association
3201 N 4th Ave, Sioux Falls, SD 57104
Project Location
Mecklenburg County, NC
Business Details
- Business Type
- Corporation
- Business Age
- Existing or More Than 2 Years Old
- NAICS Code
- 523930 — Investment Advice
- Address
- 9115 Harris Corners Pkwy Ste 2
Charlotte, NC 28269
Lenders
- Byline Bank
- 180 N Lasalle St, Ste 300, Chicago, IL 60601
- First State Bank Nebraska
- 2701 Grainger Pkwy, Lincoln, NE 68516
- Wells Fargo Bank National Association
- 3201 N 4th Ave, Sioux Falls, SD 57104