Fortitude Private Wealth Did Not Take PPP Loan

July 10, 2020 | Josh Zorger, CFP®, Fortitude Private Wealth

THE SMALL BUSINESS ASSOCIATION HAS RELEASED DATA ON WHO RECEIVED PPP LOANS

The Small Business Administration and the United States Treasury has recently released information on all Paycheck Protection Program (PPP) loans. Fortitude Private Wealth did not apply for or receive a Paycheck Protection Program (PPP) loan.

To view a list of the loan recipients for this program, please click here to be redirected to the United States Treasury website.

Registered Investment Advisory Firms who received the PPP loan will be required to publicly disclose this on their ADV Part 2A, Item 18. This is required if the loan constitutes a material fact pertinent to the advisory relationship. For more information about RIA firms receiving PPP loans, please click here to read more. 

Josh Zorger, CFP®, is the founder and president of Fortitude Private Wealth in Carmel, IN.

Logo for TD AmeritradeLogo for LinkedInLogo for NAPFALogo for CFPLogo for Fortitude AccountLogo for Fee Only