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  5. WISDOM PORTFOLIO SERVICES, LLC

WISDOM PORTFOLIO SERVICES, LLC

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Company Details

Name: WISDOM PORTFOLIO SERVICES, LLC
Jurisdiction: New York
Legal type: DOMESTIC LIMITED LIABILITY COMPANY
Status: Active
Date of registration: 15 Dec 2011 (14 years ago)
Entity Number: 4177136
ZIP code: 11021
County: Nassau
Place of Formation: New York
Address: 277 NORTHERN BLVD., STE. 100, GREAT NECK, NY, United States, 11021

DOS Process Agent

Name Role Address
THE LLC DOS Process Agent 277 NORTHERN BLVD., STE. 100, GREAT NECK, NY, United States, 11021

Form 5500 Series

Employer Identification Number (EIN):
454066456
Plan Year:
2023
Number Of Participants:
7
Sponsors Telephone Number:
5168108140
File:
View File
Plan Year:
2022
Number Of Participants:
4
Sponsors Telephone Number:
5168297570
File:
View File
Plan Year:
2021
Number Of Participants:
6
Sponsors Telephone Number:
5168297570
File:
View File
Plan Year:
2020
Number Of Participants:
6
Sponsors Telephone Number:
5168297570
File:
View File
Plan Year:
2019
Number Of Participants:
6
Sponsors Telephone Number:
5168297570
File:
View File

Filings

Filing Number Date Filed Type Effective Date
131210006783 2013-12-10 BIENNIAL STATEMENT 2013-12-01
120326000974 2012-03-26 CERTIFICATE OF PUBLICATION 2012-03-26
111215000575 2011-12-15 ARTICLES OF ORGANIZATION 2011-12-15

USAspending Awards / Financial Assistance

Date:
2020-06-24
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
0.00
Face Value Of Loan:
150000.00
Total Face Value Of Loan:
150000.00
Date:
2020-05-02
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
75075.00
Total Face Value Of Loan:
75075.00

Trademarks Section

Serial Number:
99167511
Mark:
WISDOM CAPITAL
Status:
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Mark Type:
SERVICE MARK
Application Filing Date:
2025-05-02
Mark Literal Elements:
WISDOM CAPITAL
USPTO Link:
View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:
Real estate lending services; Financing services
First Use:
2011-06-01
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Jobs Reported:
6
Initial Approval Amount:
$75,075
Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$75,075
Race:
Asian
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$75,976.28
Servicing Lender:
JPMorgan Chase Bank, National Association
Use of Proceeds:
Payroll: $56,306
Rent: $18,769

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Date of last update: 26 Mar 2025

Sources: New York Secretary of State

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