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SRBK - SR Bancorp, Inc. ()

Overview

Company Summary


SR Bancorp, Inc., also known as SRBK, is a financial holding company based in California, United States. The company operates through its subsidiary, Sonoma Bank. SR Bancorp provides a wide range of financial services and products to individuals, small businesses, and commercial clients.

Primary Activities:

1. Retail and Commercial Banking: Sonoma Bank offers various banking services such as checking and savings accounts, loans, mortgages, lines of credit, and credit cards to individual customers and businesses of all sizes. These services cater to personal banking, small business banking, and corporate banking needs.

2. Wealth Management: SRBK offers personalized wealth management and financial planning services through its subsidiary, Exchange Bank Wealth Management. These services include investment management, trust and estate planning, retirement planning, and insurance solutions to help clients meet their financial goals.

3. Real Estate Lending: Sonoma Bank provides financing options for residential and commercial real estate projects, enabling individuals and businesses to acquire, construct, or refinance properties. These services include mortgage loans, construction loans, and land acquisition financing.

4. Treasury and Cash Management Services: SRBK offers various treasury management solutions to help businesses effectively manage their cash flow, mitigate risk, and streamline financial operations. These services include online banking, cash management, merchant services, remote deposit, and electronic payment solutions.

5. Commercial and Small Business Lending: Sonoma Bank provides lending solutions to support the growth and expansion of small and medium-sized enterprises. This includes term loans, lines of credit, equipment financing, and Small Business Administration (SBA) loans tailored to meet the unique needs of businesses.

6. Asset Management: SR Bancorp, through its subsidiary, SR Capital Management, provides asset management services to institutional clients, including pension funds, endowments, and foundations. These services include investment advisory, portfolio management, and retirement plan consulting.

Overall, SR Bancorp, Inc. and its subsidiary, Sonoma Bank, offer a comprehensive suite of financial services including banking, lending, wealth management, asset management, and treasury and cash management services to individuals, businesses, and institutional clients.

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