SBA lending record
Amta LLC
1070 Polaris Parkway, Ste 130, Columbus, OH 43240 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$606K
Total SBA financing
2
Loans on record
FY2024
On record
6
Jobs supported
Franchise brand
Ameriprise Financial
See Ameriprise Financial's SBA financing data — typical deal, failure rate, and how its loans perform →
● business — business location is the ZIP-area centroid from the public record
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All 2 loans
$200,000 — FY2024
Loan 1 of 2- Gross approval
- $200,000
- SBA guaranteed
- $100,000 (50%)
- Status
- Current
- Rate at approval
- 8% v
- Term
- 120 mo (10 yr)
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 4/2/2024
- First disbursement
- 4/17/2024
- Days to fund
- 15 days
- Collateral
- None
- Jobs supported
- 1
- Business type
- Corporation
- Business age
- New Business or 2 years or less
- Industry
- Portfolio Management and Investment Advice
- NAICS code
- 523940
- Franchise
- Ameriprise Financial
- Franchise code
- S0113
- Address
- 1070 Polaris Parkway, Ste 130
- City
- Columbus, 43240
- County
- Delaware
- SBA district office
- COLUMBUS DISTRICT OFFICE
- Congressional district
- 3
$406,000 — FY2024
Loan 2 of 2- Gross approval
- $406,000
- SBA guaranteed
- $304,500 (75%)
- Status
- Current
- Rate at approval
- 8.75% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 4/2/2024
- First disbursement
- 4/17/2024
- Days to fund
- 15 days
- Collateral
- None
- Jobs supported
- 5
- Business type
- Corporation
- Business age
- New Business or 2 years or less
- Industry
- Portfolio Management and Investment Advice
- NAICS code
- 523940
- Address
- 1070 Polaris Parkway, Ste 130
- City
- Columbus, 43240
- County
- Delaware
- SBA district office
- COLUMBUS DISTRICT OFFICE
- Congressional district
- 3
The lender
First State Bank Nebraska
2 loans to this businessFull SBA lending record + branches on the lender page →Find SBA lenders for businesses like this
The banks most active funding portfolio management and investment advice — by location, industry, and brand.
Other Ameriprise Financial locations
Other Ameriprise Financial businesses in the public SBA record — closest first, by location and deal size.
Ameriprise Financial
Delphos, OH· ~86 mi
Ameriprise Financial
- $296K
- SBA financing
- ≈ $580K–$967K
- Est. revenue (rough)
Flynn, Ingham and Turner Financial, Inc
Troy, MI· ~169 mi
Ameriprise Financial
- $655K
- SBA financing
- ≈ $1.3M–$2.1M
- Est. revenue (rough)
Matthew Johnson Bouts
Plymouth, MN· ~629 mi
Ameriprise Financial
- $593K
- SBA financing
- ≈ $1.2M–$1.9M
- Est. revenue (rough)
Shaun Hampton, Financial Advisor
Grosse Pointe, MI· ~155 mi
Ameriprise Financial
- $453K
- SBA financing
- ≈ $888K–$1.5M
- Est. revenue (rough)
Sua Sponte Partners, LLC
Seven Hills, OH· ~108 mi
Ameriprise Financial
- $1.6M
- SBA financing
- ≈ $3.2M–$5.4M
- Est. revenue (rough)
Jonathan H. Schomberg
Elm Grove, WI· ~331 mi
Ameriprise Financial
- $581K
- SBA financing
- ≈ $1.1M–$1.9M
- Est. revenue (rough)
Similar businesses
Comparable portfolio management and investment advice in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
Forest Drive Properties, LLC
New Albany, OH· ~11 mi
Portfolio Management and Investment Advice
- $881K
- SBA financing
- ≈ $1.7M–$2.9M
- Est. revenue (rough)
Jason Palmer LLC
Dublin, OH· ~10 mi
Portfolio Management and Investment Advice
- $1.1M
- SBA financing
- ≈ $2.1M–$3.5M
- Est. revenue (rough)
Elevated Wealth Advisory Group, LLC
Columbus, OH· ~8 mi
Portfolio Management and Investment Advice
- $226K
- SBA financing
- ≈ $444K–$739K
- Est. revenue (rough)
G2 CAPITAL MANAGEMENT, LLC
Columbus, OH· ~11 mi
Portfolio Management and Investment Advice
- $250K
- SBA financing
- ≈ $490K–$817K
- Est. revenue (rough)
Adams Financial Group, Inc.
Centerville, OH· ~71 mi
Portfolio Management and Investment Advice
- $480K
- SBA financing
- ≈ $941K–$1.6M
- Est. revenue (rough)
P. Randolph Financial Group LLC
Westerville, OH· ~3 mi
Portfolio Management and Investment Advice
- $65K
- SBA financing
- ≈ $127K–$212K
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Amta LLC in Columbus, OH (Portfolio Management and Investment Advice). CapBench compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.
- 2 SBA 7(a) loans totaling $606K
- On record FY2024
- 6 jobs supported
- Industry: Portfolio Management and Investment Advice
- Location: Columbus, OH
- Lender: First State Bank Nebraska
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Portfolio Management and Investment Advice businesses in OH for ~$303k deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-17.
- Sources:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
- Methodology:
- Sources & methodology
- Informational only — CapBench does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
- Figures come from public records and CapBench methodology; verify before relying on them.
- Financing figures are historical loan records, not a current offer or a loan approval. CapBench is not a lender.
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CapBench listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with Amta LLC.