Current business record

ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC

We found 1 public loan record at or above $150,000 in the current SBA 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
Initial approval amount
$548,800.00
Current approval amount
$548,800.00
Loan status
Paid in Full (Feb 17, 2022)
Forgiveness amount
$558,693.64
Jobs reported
35
Address
201 Mission St Suite 510
SAN FRANCISCO, CA 94105-1805
Lender
Newtek Small Business Finance, Inc.
NAICS code
523999
Business type
Limited Liability Company(LLC)
Congressional district
CA-11