Portfolio Planners, LLC

Registered Agents Inc Registered 1505 Agent	1401 21ST ST STE R, SACRAMENTO, CA 95811
Robert I. Kassel Manager	529 100TH AVE N, NAPLES, FL 34108 (View Past Addresses)

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33821 CONNEMARA DR, SAN JUAN CAPISTRANO, CA 92675 View Map
529 100TH AVE N, NAPLES, FL 34108 View Map
8805 TAMIAMI TRL N UNIT 631, NAPLES, FL 34108 (Mailing) View Map

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PPP Loans

32244 Paseo Adelanto Ste A, San Juan Capistrano, CA 92675-3617

Loan Date	Approved	Forgiven	Lender	Jobs
02/12/2021	Approved$47,575 Forgiven$47,987 LenderWells Fargo Bank, National Association Jobs3	02/12/2021	$47,575	$47,987	Wells Fargo Bank, National Association	3
05/01/2020	Approved$44,289 Forgiven$44,783 LenderWells Fargo Bank, National Association Jobs3	05/01/2020	$44,289	$44,783	Wells Fargo Bank, National Association	3

PPP Loans based on Paycheck Protection Program.

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Address Match:33821 Connemara Dr San Juan Capistrano, CA

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The following government agencies have contributed data:

California Secretary of State U.S. Small Business Administration

Company Summary