Pence Wealth Management

$466,500 PPP Loan in Newport Beach, California

Loan Details

Loan Number
7276717303
Date Approved
Apr 30, 2020
Loan Status
Paid in Full
Initial Approval
$466,500
Current Approval
$466,500
Forgiveness Amount
$369,397
Forgiveness Date
Feb 16, 2021
Term
24 months
Draw
First Draw

Business Information

Business Name
Pence Wealth Management
Address
5000 Birch St Ste 8000
ZIP Code
92660
Business Type
Subchapter S Corporation
Industry (NAICS)
Finance and Insurance (525990)
Business Age
Existing or more than 2 years old
Jobs Reported
25
Estimated Revenue
$12.8M
Rural/Urban
Urban
Congressional District
CA-47

Loan Use Breakdown

Payroll
$466,500

Lender Information

Servicing Lender
Citibank, N.a.
Originating Lender
Citibank, N.a.

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