Annex Wealth Management, LLC

$1,206,948 PPP Loan in Elm Grove, Wisconsin

Loan Details

Loan Number
6783277008
Date Approved
Apr 7, 2020
Loan Status
Paid in Full
Initial Approval
$1,206,948
Current Approval
$1,206,948
Forgiveness Amount
$1,215,876
Forgiveness Date
Jan 6, 2021
Term
24 months
Draw
First Draw

Business Information

Business Name
Annex Wealth Management, LLC
Address
12700 W. Bluemound Rd Suite 200
ZIP Code
53122-2604
Business Type
Limited Liability Company(llc)
Industry (NAICS)
Finance and Insurance (523920)
Business Age
Existing or more than 2 years old
Jobs Reported
75
Estimated Revenue
$38.5M
Rural/Urban
Urban
Congressional District
WI-05

Loan Use Breakdown

Payroll
$1,206,948

Lender Information

Servicing Lender
Cibm Bank
Originating Lender
Cibm Bank

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