Portfolio Financial

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

14 Monarch Bay Plz PMB 239, Dana Point, ...

Phone Number

(714) 501-6080

Revenue

$6 Million

Industry

Finance Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
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About Portfolio Financial

Portfolio Financial specializes in funding loans that have been previously declined by conventional lenders. Their expertise in underwriting transactions distinguishes them from other lending sources. The company aims to provide financial solutions to clients who may face challenges in securing loans through traditional means. They operate in various locations, including Los Angeles, Orange County, and New York.Explore more
Portfolio Financial's Social MediaPopular SearchesPortfolio FinancialFinancial PortfolioPortfolio Access Group IncPortfolio Financial GroupPortfolio FinancialhttpSIC Code 61,615NAICS Code 52,522Show more

Portfolio Financial Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Portfolio Financial

$6M
1-10
Private
-
2005
$5.9M
1-10
Private
-
2006
SH
Samuel HerrickReal Estate & Loan Specialist
$5.3M
11-50
Private
-
2012
RF
Rick FullerVice President, Business Development
<$5M
1-10
Private
<$5M
2016
Zevi Shafran, President - NMLS ID 1067721 at Loan Brook
Zevi ShafranPresident - NMLS ID 1067721
<$5M
1-10
Private
-
1999
EB
Ed BeardPresident
Illustration of an envelope

Portfolio Financial Tech Stack

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Portfolio Financial News & Media

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Frequently Asked Questions Regarding Portfolio Financial

What is Portfolio Financial's official website?
Portfolio Financial's official website is www.portfoliofinancial.com
What is Portfolio Financial's Revenue?
Portfolio Financial's revenue is $6 Million
What is Portfolio Financial's SIC code?
Portfolio Financial's SIC: 61,615
What is Portfolio Financial's NAICS code?
Portfolio Financial's NAICS: 52,522
How many employees does Portfolio Financial have?
Portfolio Financial has 1-10 employees
What industry does Portfolio Financial belong to?
Portfolio Financial is in the industry of: Finance, Lending & Brokerage
What is Portfolio Financial competition?
Portfolio Financial top competitors include: Loan Brook, EXCEL Commercial Capital, MSI Lending, Resolution Funding
What technology does Portfolio Financial use?
Some of the popular technologies that Portfolio Financial uses are: WordPress.org, PHP, WordPress.com, Yoast SEO
How do I contact Portfolio Financial?
Portfolio Financial contact info: Phone number: (714) 501-6080 Website: www.portfoliofinancial.com
What does Portfolio Financial do?

Portfolio Financial specializes in funding loans that have been previously declined by conventional lenders. Their expertise in underwriting transactions distinguishes them from other lending sources. The company aims to provide financial solutions to clients who may face challenges in securing loans through traditional means. They operate in vario... us locations, including Los Angeles, Orange County, and New York.Read More

What are Portfolio Financial social media links?
Portfolio Financial Linkedin page Portfolio Financial Facebook page
Is Portfolio Financial a public company?
Portfolio Financial is private company therefore does not currently have an official ticker symbol
See more information about Portfolio Financial

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