PTE Group, Inc
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PTE Group, Inc
112 Harvard Avenue, Suite 250
Claremont, CA 91711
Phone: 949-200-7109
Email: email@ptenotes.com
Security Financial Services
100 Bush Street, Suite 1500, San Francisco, CA 94104
Byron Rouda, President
800-982-5945
(Landline)
Short Description
In 1981, Earl’s son, Byron, became President & CEO after having held several management positions with the company. Under his leadership for the past 30 years, Security Financial has established itself as one of Northern California’s premier bridge lenders, specializing in providing short-term loans for commercial and select residential income properties. The Company has also established itself as one of the largest purchasers of small business debt during the last fifteen years. It has amassed one of the largest portfolios of seller-financed business Notes in the country. Byron continues to oversee daily operations as President & CEO and the company has distinguished itself by becoming a third-generation family-run business as both of Byron’s sons, Marc and Alexis, have joined the firm in recent years.
BUYER'S INFORMATION
3
Types of security we like:
Commercial
Gas / Service Stations
Taverns
4
Minimum Investment per Loan:
7,500
Maximum Investment per Loan:
500,000
Buys pools / portfolios:
Yes
Maximum Investment per portfolio:
3,000,000
Has a minimum discount:
Yes
Minimum Discount Amount:
2,500
Has a minimum payor credit score:
Yes
Score:
625
1
Assets we buy:
Senior Lien (1st Lien)
Business Loans
2
States we buy from:
National
6
Lends money:
Yes
Works with brokers:
Yes
Protects brokers for future sales to referrals:
We protect brokers for future sales to referrals
100 Bush Street, Suite 1500, San Francisco, CA 94104
Contact Persons
President
Byron Rouda (+)
Security Financial Services