Valley Oak Wealth Management LLC

$83,700 PPP Loan in Novato, California

Loan Details

Loan Number
4809827203
Date Approved
Apr 27, 2020
Loan Status
Paid in Full
Initial Approval
$83,700
Current Approval
$83,700
Forgiveness Amount
$84,737
Forgiveness Date
Aug 3, 2021
Term
24 months
Draw
First Draw

Business Information

Business Name
Valley Oak Wealth Management LLC
Address
2 Ranch Drive
City
Novato
ZIP Code
94945-6807
Business Type
Limited Liability Company(llc)
Industry (NAICS)
Finance and Insurance (523930)
Business Age
Existing or more than 2 years old
Jobs Reported
6
Estimated Revenue
<$5M
Rural/Urban
Urban
Congressional District
CA-02

Loan Use Breakdown

Payroll
$83,700

Lender Information

Servicing Lender
Loan Source Incorporated
Originating Lender
Northeast Bank

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