SBA lending record
WILSON & DATTILO, LLC
349 W COMMERCIAL ST, East Rochester, NY 14445 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$125K
Total SBA financing
1
Loan on record
FY2023
On record
6
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is WILSON & DATTILO, LLC your business?
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The loan
$125,000 — FY2023
- Gross approval
- $125,000
- SBA guaranteed
- $62,500 (50%)
- Status
- Committed
- Rate at approval
- 9.5% v
- Term
- 84 mo (7 yr)
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 9/28/2023
- Collateral
- Required
- Jobs supported
- 6
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Portfolio Management and Investment Advice
- NAICS code
- 523940
- Lender
- ESL FCU
- Address
- 349 W COMMERCIAL ST
- City
- East Rochester, 14445
- County
- Monroe
- SBA district office
- ROCHESTER BRANCH OFFICE
- Congressional district
- 25
The lender
Find SBA lenders for businesses like this
The banks most active funding portfolio management and investment advice — by location, industry.
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.
PITTSFORD TAX AND WEALTH PARTNERS
Pittsford, NY· ~4 mi
Portfolio Management and Investment Advice
- $180K
- SBA financing
- ≈ $353K–$588K
- Est. revenue (rough)
BC NAVIGATOR FINANCIAL LLC
Rochester, NY· ~5 mi
Portfolio Management and Investment Advice
- $100K
- SBA financing
- ≈ $196K–$327K
- Est. revenue (rough)
Kevin James Conroy
Webster, NY· ~5 mi
Portfolio Management and Investment Advice
- $250K
- SBA financing
- ≈ $490K–$817K
- Est. revenue (rough)
JCHRISTOPHER ADVISORS INC
Rochester, NY· ~1 mi
Portfolio Management and Investment Advice
- $25K
- SBA financing
- ≈ $49K–$82K
- Est. revenue (rough)
Attain Wealth Planning LLC
Depew, NY· ~62 mi
Portfolio Management and Investment Advice
- $150K
- SBA financing
- ≈ $294K–$490K
- Est. revenue (rough)
Lauren A. Gidley
Williamsville, NY· ~61 mi
Portfolio Management and Investment Advice
- $320K
- SBA financing
- ≈ $627K–$1.0M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for WILSON & DATTILO, LLC in East Rochester, NY (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.
- 1 SBA 7(a) loan totaling $125K
- On record FY2023
- 6 jobs supported
- Industry: Portfolio Management and Investment Advice
- Location: East Rochester, NY
- Lender: ESL FCU
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 NY for ~$125k 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.
Is WILSON & DATTILO, LLC your business?
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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 WILSON & DATTILO, LLC.