Monterey Financial Services - aVenture Asset Manager Research
Location
Oceanside, CA, US
Founded
1989
Monterey Financial Services Inc. is a comprehensive financial solutions provider specializing in receivables management and finance. The company offers a wide range of services including consumer financing, loan and backup servicing, debt recovery, and custodial services, primarily serving businesses in California. Monterey Financial tailors its offerings to meet the specific needs of various industries, ensuring robust support throughout the entire lifecycle of receivables.
The firm's investment philosophy centers on providing tailored financial management solutions that nurture the entire receivables process, from document generation to back-end recovery services and full accounting. Key partners and decision-makers at Monterey Financial bring extensive experience in financial services, helping clients navigate unique market challenges. The firm’s notable value-add includes its ability to offer specialized services across diverse sectors, ensuring comprehensive support for its clientele.
Monterey Financial Services - Classification
Also Known As
Monterey Financial Services, Inc.
NAICS
520000Finance and Insurance
SIC
6000Depository Institutions
ISIC
6630Fund management activities
Show 15 more industry codes
NAICS
523100Securities and Commodity Contracts Intermediation and Brokerage
523150Investment Banking and Securities Intermediation
523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities