SBA lending record

JOEL BLUM

56 Williams Ave, Mystic, CT · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$1.5M

Total SBA financing

Loans on record

FY2021

On record

Jobs supported

Franchise brand

Ameriprise Financial

See Ameriprise Financial's SBA financing data — typical deal, failure rate, and how its loans perform →

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All 2 loans

$1,285,000 — FY2021

Loan 1 of 2

Gross approval: $1,285,000
SBA guaranteed: $1,156,500 (90%)
Status: Paid in full
Rate at approval: 5.75% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 5/14/2021
First disbursement: 5/21/2021
Days to fund: 7 days
Paid in full: 6/30/2022
Collateral: None
Sold on secondary market: Yes
Jobs supported: 3
Business type: Individual
Business age: Existing or more than 2 years old
Industry: Investment Advice
NAICS code: 523930
Franchise: Ameriprise Financial
Franchise code: S0113
Lender: Byline Bank
Address: 56 Williams Ave
City: Mystic
County: New London
SBA district office: CONNECTICUT DISTRICT OFFICE
Congressional district: 2

$250,000 — FY2021

Loan 2 of 2

Gross approval: $250,000
SBA guaranteed: $225,000 (90%)
Status: Paid in full
Rate at approval: 6% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 8/18/2021
First disbursement: 8/31/2021
Days to fund: 13 days
Paid in full: 5/31/2022
Collateral: None
Sold on secondary market: Yes
Jobs supported: 1
Business type: Individual
Business age: Existing or more than 2 years old
Industry: Investment Advice
NAICS code: 523930
Franchise: Ameriprise Financial
Franchise code: S0113
Lender: Byline Bank
Address: 450 MARINA WAY LANDING
City: Westbrook
County: Middlesex
SBA district office: CONNECTICUT DISTRICT OFFICE
Congressional district: 2

The lender

Byline Bank

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 investment advice — by location, industry, and brand.

SBA lenders in Connecticut Lenders for investment advice Investment Advice lenders in Connecticut Ameriprise Financial lenders Ameriprise Financial lenders in Connecticut

Other Ameriprise Financial locations

Other Ameriprise Financial businesses in the public SBA record — closest first, by location and deal size.

Daniel A Gamm

Cranston, RI· ~40 mi

Ameriprise Financial

$1.3M
SBA financing: ≈ $2.5M–$4.2M
Est. revenue (rough)

View record

Oyster Bay SB, Inc

Winchester, MA

Ameriprise Financial

$1.6M
SBA financing: ≈ $3.2M–$5.3M
Est. revenue (rough)

View record

Jennifer N. Gray

Winchester, MA

Ameriprise Financial

$1.5M
SBA financing: ≈ $2.9M–$4.8M
Est. revenue (rough)

View record

Joshua R. Chabot, Sole Proprietor

Bedford, NH· ~113 mi

Ameriprise Financial

$1.2M
SBA financing: ≈ $2.4M–$4.0M
Est. revenue (rough)

View record

GOLD COAST WEALTH ADVISORS LLC

Hauppauge, NY· ~74 mi

Ameriprise Financial

$730K
SBA financing: ≈ $1.4M–$2.4M
Est. revenue (rough)

View record

Christopher S. Stark

Walpole, MA· ~65 mi

Ameriprise Financial

$615K
SBA financing: ≈ $1.2M–$2.0M
Est. revenue (rough)

View record

Similar businesses

Comparable investment advice in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

River Valley Wealth Management

East Hartford, CT· ~47 mi

Investment Advice

$1.2M
SBA financing: ≈ $2.4M–$4.1M
Est. revenue (rough)

View record

Ridgeline Financial Partners North, LLC

Avon, CT· ~56 mi

Investment Advice

$1.1M
SBA financing: ≈ $2.1M–$3.6M
Est. revenue (rough)

View record

Jonathan Wendell Webb

Farmington, CT· ~51 mi

Investment Advice

$1.0M
SBA financing: ≈ $2.0M–$3.3M
Est. revenue (rough)

View record

Daniel J. Papuga

Fairfield, CT· ~69 mi

Investment Advice

$1.0M
SBA financing: ≈ $2.0M–$3.4M
Est. revenue (rough)

View record

CONNECTICUT CAPITAL MANAGEMENT GROUP, L.L.C.

Milford, CT

Investment Advice

$4.6M
SBA financing: ≈ $9.1M–$15M
Est. revenue (rough)

View record

The Herbst Group, LLC

Westport, CT· ~73 mi

Investment Advice

$705K
SBA financing: ≈ $1.4M–$2.3M
Est. revenue (rough)

View record

Agent summary

This page summarizes the public SBA 7(a) lending record for JOEL BLUM in Mystic, CT (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 $1.5M
On record FY2021
4 jobs supported
Industry: Investment Advice
Location: Mystic, CT
Lender: Byline Bank

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Investment Advice businesses in CT for ~$768k deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.

Next steps

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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.
Canonical:: https://www.capbench.com/businesses/joel-blum-ct
API:: https://www.capbench.com/api/public/businesses/joel-blum-ct
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 JOEL BLUM.