Strategic Planning & Investment Advisory, Santa Rosa CA: $304,000 SBA 504 loan approved 2026-07-10
Strategic Planning & Investment Advisory (Santa Rosa, California): $304,000 SBA 504 loan approved 2026-07-10. Its loan of $304,000 is below the median of $447,000 (37th percentile). Dated 118 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-11-04, from U.S. Small Business Administration 7(a) and 504 FOIA loan data.
Data as of · Compiled by Zalwin from U.S. Small Business Administration 7(a) and 504 FOIA loan data
loan: $304,000 · 37th percentile of 32,327 SbaLoanPulse records · 0.7x the median
Free preview: all 15 published fields of this record are shown below. Locked: 499 related CA SbaLoanPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Business | Strategic Planning & Investment Advisory |
| Location | Santa Rosa, CA, 95403 |
| County | SONOMA |
| Program | SBA 504 |
| Gross approval | $304,000 |
| Approved | 2026-07-10 |
| Lender | Bay Area Employment Development Company |
| Third-party lender | Redwood CU |
| Term (months) | 300 |
| Industry | Portfolio Management and Investment Advice |
| NAICS | 523940 |
| Franchise | Ameriprise Financial |
| Business type | CORPORATION |
| Business age | Existing or more than 2 years old |
| Jobs supported | 3 |
| loan percentile | 37th of 32,327 (median $447,000, 0.7x median) |
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CSV columns: Business · City · State · Industry · Loan · Approved · official source URL
- Source agency: U.S. Small Business Administration 7(a) and 504 FOIA loan data
- Record date: 2026-07-10
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: U.S. Small Business Administration 7(a) and 504 FOIA loan data · Last refreshed: Wed, 04 Nov 2026 01:29:00 GMT
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Peer benchmark and outreach value: Strategic Planning & Investment Advisory and 4,061 California peers
- California SbaLoanPulse records like this one: 4,061
- Strategic Planning & Investment Advisory's loan: 37th percentile of 32,327 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every California peer: $812,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Fresh Capital Score
- Approval of $304,000.
- Approved within 90 days of the latest SBA release.
- Franchise (Ameriprise Financial).
What is the SbaLoanPulse record for Strategic Planning & Investment Advisory in Santa Rosa, California?
Strategic Planning & Investment Advisory (Santa Rosa, CA) was approved for a $304,000 SBA 504 loan on 2026-07-10.
How does Strategic Planning & Investment Advisory compare to other California SbaLoanPulse records?
Its loan of $304,000 is below the median (37th percentile); smaller records often move faster and face less competition. It is 118 days old; check the official source for later updates before acting.
Strategic Planning & Investment Advisory vs. top 3 peers
| Organization | Location | Approved loans | Percentile | Record date |
|---|---|---|---|---|
| Strategic Planning & Investment Advisory | Santa Rosa, CA | $304,000 | 37th | 2026-07-10 |
| Astravia Family Wealth Office LLC | EL SEGUNDO, CA | $560,000 | 58th | 2026-08-07 |
| Hawa Insurance Agency LLC | ANAHEIM, CA | $780,000 | 66th | 2026-09-25 |
| Cal Oak Insurance Agency, LLC | WESTLAKE VILLAGE, CA | $982,000 | 72nd | 2026-08-19 |
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Loan data comes from SBA public FOIA files, which SBA refreshes quarterly, so the newest approvals can lag by up to about four months. Sole proprietors and street addresses are excluded. Informational only.