Destination Wealth Management

$1,353,898 PPP Loan in Walnut Creek, California

Loan Details

Loan Number
2172977205
Date Approved
Apr 15, 2020
Loan Status
Paid in Full
Initial Approval
$1,353,898
Current Approval
$1,353,898
Forgiveness Amount
$1,365,731
Forgiveness Date
Mar 10, 2021
Term
24 months
Draw
First Draw

Business Information

Business Name
Destination Wealth Management
Address
1255 Treat Blvd Ste 900
ZIP Code
94597-7606
Business Type
Corporation
Industry (NAICS)
Finance and Insurance (523930)
Business Age
Existing or more than 2 years old
Jobs Reported
91
Estimated Revenue
$46.8M
Rural/Urban
Urban
Congressional District
CA-10

Loan Use Breakdown

Payroll
$1,353,898

Lender Information

Servicing Lender
Heritage Bank of Commerce
Originating Lender
Heritage Bank of Commerce

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