Portfolio Management &

Investment Advice

Small Business Owner Resource

SBA 7(a) lending intel on SBAmatch is designed to help Small Business Owners avoid the mistake of applying with the wrong lender. Every lender is different, and matching to the right one with the highest probability of approving an SBA loan will save countless headaches.

Below is the most recent lending data for the Portfolio Management and Investment Advice industry.

2021 Loans:

Lenders: 70
Approvals: 231
Amounts: $177M
Average: $767,750

2022 Loans:

Lenders: 54
Approvals: 129
Amounts: $56M
Average: $434,285

All-Time Loans:

Lenders: 441
Approvals: 4,304
Amounts: $1.7B
Average: $398,036

Portfolio Management & Investment Advice Industry Lending Data For All SBA 7(a) Loans:

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Portfolio Management and Investment Advice Industry SBA Lending Data for 2022

Data updated through 12/31/2022. See SBADNA Data Source & Methodology for more details.

Portfolio Management & Investment Advice Lending Data For Franchise SBA 7(a) Loans Only:

Portfolio Management and Investment Advice Industry Franchise SBA Lending Data for 2022

Data updated through 12/31/2022. See SBADNA Data Source & Methodology for more details.

60%

of all SBA Lenders of all time have never approved an SBA loan over $1 Million.

We can find the right one for you; for free. LEARN MORE.

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Resources:

NAICS INDUSTRY
Our SBA 7a lending information is based on Portfolio Management and Investment Advice NACIS code 523940.

The NAICS website describes this industry as:

This industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis and/or providing customized investment advice to clients on a fee basis. Establishments providing portfolio management have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio. Establishments providing investment advice provide financial planning advice and investment counseling to meet the goals and needs of specific clients, but do not have the authority to execute trades.

Illustrative Examples:

Financial planning services, customized, fees paid by client
Investment advisory services, customized, fees paid by client
Managing trusts
Portfolio fund managing