Integrated Financial Strategies Llc
6100 Fairview Rd, Ste 230, Charlotte, NC 28210
Loan Summary
Source: SBA FOIA Loan-Level DataTotal Loans
3
Total Amount
$7.8M
Jobs Supported
8
Years Active
2020–2022
Loan History (3)
Source: SBA FOIA7(a)$2,770,000
Cancelled
- Approved
- Mar 30, 2022 (FY2022)
- SBA Guaranteed
- $1,273,646 (46%)
- Term
- 120 months (10.0 yrs)
- Interest Rate
- 6.00%
- Revolver
- 0
- Jobs Supported
- 3
- Business Type
- Corporation
- Business Age
- Existing or More Than 2 Years Old
Lender
Byline Bank
180 N Lasalle St, Ste 300, Chicago, IL 60601
Project Location
Mecklenburg County, NC
7(a)$1,400,000
Paid in Full
- Approved
- Jun 14, 2022 (FY2022)
- SBA Guaranteed
- $1,050,000 (75%)
- Term
- 120 months (10.0 yrs)
- Interest Rate
- 6.75%
- Revolver
- 0
- Jobs Supported
- 4
- Business Type
- Corporation
- Business Age
- Change of Ownership
- Paid in Full
- Jun 30, 2025
Lender
Byline Bank
180 N Lasalle St, Ste 300, Chicago, IL 60601
Project Location
Mecklenburg County, NC
7(a)$3,675,000
Paid in Full
- Approved
- Sep 10, 2020 (FY2020)
- SBA Guaranteed
- $2,756,250 (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)
- Paid in Full
- Jun 30, 2025
Lender
Byline Bank
180 N Lasalle St, Ste 300, Chicago, IL 60601
Project Location
Mecklenburg County, NC
Business Details
- Business Type
- Corporation
- Business Age
- Existing or More Than 2 Years Old
- NAICS Code
- 523940
- Address
- 6100 Fairview Rd, Ste 230
Charlotte, NC 28210
Lender
- Byline Bank
- 180 N Lasalle St, Ste 300, Chicago, IL 60601