SBA lending record
Douglas William Kenoyer
3402 173rd Place NE, Arlington, WA 98223 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$1.6M
Total SBA financing
2
Loans on record
FY2022–23
On record
9
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
$1,100,000 — FY2023
Loan 1 of 2- Gross approval
- $1,100,000
- SBA guaranteed
- $825,000 (75%)
- Status
- Current
- Rate at approval
- 9.5% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 12/21/2022
- First disbursement
- 1/5/2023
- Days to fund
- 15 days
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 4
- Business type
- Individual
- Business age
- Existing or more than 2 years old
- Industry
- Portfolio Management and Investment Advice
- NAICS code
- 523940
- Franchise
- Ameriprise Financial
- Franchise code
- S0113
- Lender
- Byline Bank
- Address
- 3402 173rd Place NE
- City
- Arlington, 98223
- County
- Snohomish
- SBA district office
- SEATTLE DISTRICT OFFICE
- Congressional district
- 1
$506,000 — FY2022
Loan 2 of 2- Gross approval
- $506,000
- SBA guaranteed
- $379,500 (75%)
- Status
- Current
- Rate at approval
- 5.75% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Business purchase
- Approved
- 3/7/2022
- First disbursement
- 3/11/2022
- Days to fund
- 4 days
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 5
- Business type
- Individual
- Business age
- Change of Ownership
- Industry
- Portfolio Management and Investment Advice
- NAICS code
- 523940
- Franchise
- Ameriprise Financial
- Franchise code
- S0113
- Lender
- Byline Bank
- Address
- 3402 173rd Place NE
- City
- Arlington, 98223
- County
- Snohomish
- SBA district office
- SEATTLE DISTRICT OFFICE
- Congressional district
- 1
The lender
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.
Dana Marie Ferrell
Bellevue, WA· ~37 mi
Ameriprise Financial
- $1.1M
- SBA financing
- ≈ $2.2M–$3.7M
- Est. revenue (rough)
Oyster Bay SB, Inc
Winchester, MA
Ameriprise Financial
- $1.6M
- SBA financing
- ≈ $3.2M–$5.3M
- Est. revenue (rough)
Jennifer N. Gray
Winchester, MA
Ameriprise Financial
- $1.5M
- SBA financing
- ≈ $2.9M–$4.8M
- Est. revenue (rough)
GOJISAN LLC
Portland, OR· ~183 mi
Ameriprise Financial
- $1.4M
- SBA financing
- ≈ $2.7M–$4.4M
- Est. revenue (rough)
Sua Sponte Partners, LLC
Seven Hills, OH· ~2017 mi
Ameriprise Financial
- $1.6M
- SBA financing
- ≈ $3.2M–$5.4M
- Est. revenue (rough)
GATTACA 334 LLC
Lake Grove, OR· ~191 mi
Ameriprise Financial
- $2.3M
- SBA financing
- ≈ $4.6M–$7.6M
- 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.
SGEA, LLC
Issaquah, WA· ~43 mi
Portfolio Management and Investment Advice
- $1.4M
- SBA financing
- ≈ $2.7M–$4.5M
- Est. revenue (rough)
Transformational Advisory Group LLC
Seattle, WA· ~39 mi
Portfolio Management and Investment Advice
- $2.9M
- SBA financing
- ≈ $5.7M–$9.4M
- Est. revenue (rough)
The Petricic Phillips Financial Group LLC
Bellevue, WA· ~38 mi
Portfolio Management and Investment Advice
- $500K
- SBA financing
- ≈ $980K–$1.6M
- Est. revenue (rough)
2020 Wealth Management LLC
Seattle, WA· ~39 mi
Portfolio Management and Investment Advice
- $500K
- SBA financing
- ≈ $980K–$1.6M
- Est. revenue (rough)
C1 Wealth Management LLC
Everett, WA· ~18 mi
Portfolio Management and Investment Advice
- $50K
- SBA financing
- ≈ $98K–$163K
- Est. revenue (rough)
BALOGH LLC
Lynden, WA· ~56 mi
Portfolio Management and Investment Advice
- $440K
- SBA financing
- ≈ $863K–$1.4M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Douglas William Kenoyer in Arlington, WA (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 $1.6M
- On record FY2022–23
- 9 jobs supported
- Industry: Portfolio Management and Investment Advice
- Location: Arlington, WA
- Lender: Byline Bank
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 WA for ~$803k 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 2026-06-22.
- 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 Douglas William Kenoyer.