SBA lending record
RUSSO & ASSOCIATES, INC.
6B Liberty, Ste 225, Aliso Viejo, CA 92656 · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$875K
Total SBA financing
1
Loan on record
FY2020
On record
3
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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The loan
$875,000 — FY2020
- Gross approval
- $875,000
- SBA guaranteed
- $656,250 (75%)
- 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
- 8/19/2020
- First disbursement
- 9/3/2020
- Days to fund
- 15 days
- Paid in full
- 1/31/2023
- Collateral
- Required
- 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
- 6B Liberty, Ste 225
- City
- Aliso Viejo, 92656
- County
- Orange
- SBA district office
- SANTA ANA DISTRICT OFFICE
- Congressional district
- 45
The lender
Find SBA lenders for businesses like this
The banks most active funding 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.
Michael Russo & Russo & Associates, Inc.
Aliso Viejo, CA· ~0 mi
Ameriprise Financial
- $875K
- SBA financing
- ≈ $1.7M–$2.9M
- Est. revenue (rough)
PANDELIS P CHRYSSOSTOMIDES INC
San Diego, CA· ~64 mi
Ameriprise Financial
- $1.0M
- SBA financing
- ≈ $2.0M–$3.4M
- Est. revenue (rough)
HB Operations LLC
Woodland Hills, CA· ~66 mi
Ameriprise Financial
- $450K
- SBA financing
- ≈ $882K–$1.5M
- Est. revenue (rough)
Jennifer N. Gray
Winchester, MA
Ameriprise Financial
- $1.5M
- SBA financing
- ≈ $2.9M–$4.8M
- Est. revenue (rough)
Oyster Bay SB, Inc
Winchester, MA
Ameriprise Financial
- $1.6M
- SBA financing
- ≈ $3.2M–$5.3M
- Est. revenue (rough)
ANTONIO BECCARI
Bakersfield, CA· ~146 mi
Ameriprise Financial
- $650K
- SBA financing
- ≈ $1.3M–$2.1M
- Est. revenue (rough)
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.
Michael Hughes
Laguna Niguel, CA· ~3 mi
Investment Advice
- $315K
- SBA financing
- ≈ $618K–$1.0M
- Est. revenue (rough)
CMA RE Group, LLC
Downey, CA· ~35 mi
Investment Advice
- $935K
- SBA financing
- ≈ $1.8M–$3.1M
- Est. revenue (rough)
OPTIMIZE FINANCIAL INC.
Laguna Hills, CA· ~4 mi
Investment Advice
- $4.9M
- SBA financing
- ≈ $9.7M–$16M
- Est. revenue (rough)
Wealth Compass Insurance Services, Inc
Carlsbad, CA· ~40 mi
Investment Advice
- $1.2M
- SBA financing
- ≈ $2.4M–$3.9M
- Est. revenue (rough)
Tinker Capital Management Inc.
Torrance, CA· ~41 mi
Investment Advice
- $1.2M
- SBA financing
- ≈ $2.4M–$4.1M
- Est. revenue (rough)
Pasadena Green Street Investments LLC
Pasadena, CA· ~46 mi
Investment Advice
- $1.2M
- SBA financing
- ≈ $2.4M–$4.0M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for RUSSO & ASSOCIATES, INC. in Aliso Viejo, CA (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.
- 1 SBA 7(a) loan totaling $875K
- On record FY2020
- 3 jobs supported
- Industry: Investment Advice
- Location: Aliso Viejo, CA
- 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 CA for ~$875k 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 RUSSO & ASSOCIATES, INC..