SBA lending record
Stewart & Associates, PLLC
27 FORT MISSOULA RD, SUITE 1, Missoula, MT 59804 · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$103K
Total SBA financing
1
Loan on record
FY2022
On record
4
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Stewart & Associates, PLLC your business?
This record comes from public government lending data. Claim it to correct the details or tell your story — or ask us to take it down.
The loan
$103,000 — FY2022
- Gross approval
- $103,000
- SBA guaranteed
- $87,550 (85%)
- Status
- Current
- Rate at approval
- 4.5% f
- Term
- 84 mo (7 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 12/28/2021
- First disbursement
- 12/30/2021
- Days to fund
- 2 days
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 4
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Investment Advice
- NAICS code
- 523930
- Lender
- Glacier Bank
- Address
- 27 FORT MISSOULA RD, SUITE 1
- City
- Missoula, 59804
- County
- Missoula
- SBA district office
- MONTANA DISTRICT OFFICE
- Congressional district
- 0
The lender
Find SBA lenders for businesses like this
The banks most active funding investment advice — by location, industry.
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.
TenBridge Partners LLC
Portland, OR· ~422 mi
Investment Advice
- $100K
- SBA financing
- ≈ $196K–$327K
- Est. revenue (rough)
NICK GERKEN
Minnetonka, MN· ~995 mi
Investment Advice
- $100K
- SBA financing
- ≈ $196K–$327K
- Est. revenue (rough)
Templar Financial Services, Incorporated
Kirkland, WA· ~385 mi
Investment Advice
- $100K
- SBA financing
- ≈ $196K–$327K
- Est. revenue (rough)
Buckley Investment Group, LLC
Walla Walla, WA· ~209 mi
Investment Advice
- $50K
- SBA financing
- ≈ $98K–$163K
- Est. revenue (rough)
JEFFREY EISCHEN
Hillsboro, OR· ~437 mi
Ameriprise Financial
- $150K
- SBA financing
- ≈ $294K–$490K
- Est. revenue (rough)
TreMonte Financial Consultants, LLC
Traverse City, MI· ~1369 mi
Investment Advice
- $150K
- SBA financing
- ≈ $294K–$490K
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Stewart & Associates, PLLC in Missoula, MT (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 $103K
- On record FY2022
- 4 jobs supported
- Industry: Investment Advice
- Location: Missoula, MT
- Lender: Glacier Bank
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Investment Advice businesses in MT for ~$103k 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 2026-06-23.
- 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 Stewart & Associates, PLLC.