Business record

ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC

We found 1 public loan record at or above $150,000 in the preserved July 2020 release.

This is a historical government-data listing. It does not establish wrongdoing, eligibility, forgiveness, or the final amount disbursed.

Loan details

$350,000–1 million
Filed business name
ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC
Approval date
Apr 10, 2020
Jobs retained
35
Address
201 Mission St Suite 510
SAN FRANCISCO, CA 94105
Lender
Newtek Small Business Finance, Inc.
NAICS code
523999
Business type
Limited Liability Company(LLC)
Nonprofit
Not reported
Congressional district
CA - 12
Race / ethnicity
Unanswered
Gender
Unanswered
Veteran status
Unanswered