PRISM Financial Strategies, LLC
PRISM Financial Strategies, LLC is a portfolio management and investment advice business located in Denver, Colorado. The company was financed with an SBA 7(a) loan for a change of ownership, in the amount of $500,000, from Byline Bank, with approval on June 26, 2025.
SBA 7(a) loan, change of ownership, approved Jun 26, 2025
$500,000 approvedLender: Byline Bank10 years termPaid in fullLoan details
- Gross approval
- $500,000
- SBA-guaranteed amount
- $375,000 (75% of the approval)
- Lender
- Byline Bank, Chicago, IL
- Processing method
- Preferred Lender Program: lender approved under delegated SBA authority
- Initial interest rate
- 10%, variable
- Term
- 10 years (120 months)
- Estimated maturity
- June 26, 2035 (estimated, approval date plus term)
- Estimated monthly payment
- $6,608 Estimated payment at the initial rate over the full term; actual terms vary.
- First disbursement
- Jul 3, 2025
- Loan status
- Paid in full
- Business type
- Corporation
- NAICS
- 523940, Portfolio Management and Investment Advice
- Project location
- Denver County, CO
- SBA district office
- Colorado District Office
- Congressional district
- CO-01
- Collateral
- Yes
- Guaranteed portion sold on secondary market
- Yes
- Revolving line of credit
- No (term loan)
- Average acquisition loan in Portfolio Management and Investment Advice: $1,481,771.
- Average acquisition loan in Colorado: $1,608,658.
Loan amounts are the SBA approval, not a purchase price. Figures labeled estimated are derived on this site and are not published by the SBA.
Is this your company? Claim or correct this listing. See Corrections.
Same industry in Colorado
- Mountain Range Wealth Management, LLC, Johnstown