Concierge Wealth Management Group

$21,097 PPP Loan in Trabuco Cyn, California

Loan Details

Loan Number
1148117407
Date Approved
May 4, 2020
Loan Status
Paid in Full
Initial Approval
$21,097
Current Approval
$21,097
Forgiveness Amount
$21,305
Forgiveness Date
Apr 29, 2021
Term
24 months
Draw
First Draw

Business Information

Business Name
Concierge Wealth Management Group
Address
7 Bobby Jones Ln
ZIP Code
92679-5009
Business Type
Corporation
Industry (NAICS)
Finance and Insurance (522320)
Business Age
Existing or more than 2 years old
Jobs Reported
1
Estimated Revenue
<$5M
Rural/Urban
Urban
Congressional District
CA-40

Loan Use Breakdown

Payroll
$21,097

Lender Information

Servicing Lender
Bank of America, National Association
Originating Lender
Bank of America, National Association

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