Personalized Wealth Management LLC

$20,000 PPP Loan in Bohemia, New York

Loan Details

Loan Number
9958727803
Date Approved
Jun 9, 2020
Loan Status
Paid in Full
Initial Approval
$20,000
Current Approval
$20,000
Forgiveness Amount
$20,246
Forgiveness Date
Sep 10, 2021
Term
60 months
Draw
First Draw

Business Information

Business Name
Personalized Wealth Management LLC
Address
868 Church Street Suite 3
ZIP Code
11716-5006
Business Type
Sole Proprietorship
Industry (NAICS)
Finance and Insurance (524210)
Business Age
Unanswered
Jobs Reported
2
Estimated Revenue
<$5M
Rural/Urban
Urban
Congressional District
NY-02

Loan Use Breakdown

Payroll
$20,000

Lender Information

Servicing Lender
Cross River Bank
Originating Lender
Cross River Bank

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