PORTFOLIO PLANNERS LLC
PPP loan information & details
Business Information
Historical loan information does not establish current debt or wrongdoing. Missing values are shown as “Not reported”; recorded zeros remain zero. SBA source and field definitions.
Explore this location and industry| Business | PORTFOLIO PLANNERS LLC |
| Business Type | Limited Liability Company(LLC) |
| Business Category | Securities Brokerage |
| Business Address |
32244 PASEO ADELANTO SUITE A SAN JUAN CAPISTRANO CA 92675 |
| Jobs Retained | 3 |
| Loan Amount | $44,289 |
| Forgiveness Amount | $44,783 Amount recorded as forgiven in the source. Do not subtract it from the approved amount to infer a current balance. |
| Loan Status | Paid in Full The source records this loan as paid in full. This status alone does not distinguish repayment from forgiveness. Status date: Jul 14, 2021 |
| Date Approved | 05/01/2020 |
| Lender |
Wells Fargo Bank, National Association 101 N Philips Ave SIOUX FALLS SD 57104-6738 |
| Ethnicity Owned | Unanswered |
| Gender of Owner | Unanswered |
| Is Owner a Veteran? | Unanswered |