Broker Dealer Relations

Broker Dealer Relations is a small marketing services firm based in San Juan Capistrano, California. The company employs fewer than five people and generates approximately $0.5 million in annual revenue. Broker Dealer Relations specializes in providing marketing and placement services to investment sponsors looking to establish relationships with FINRA member broker-dealer firms and registered investment advisors. Their services encompass a range of activities, including consulting on the creation of new investment structures, materials, and communications. They also facilitate introductions to potential selling broker-dealers, advisors, due diligence providers, and other relevant service providers. In addition to introductions, Broker Dealer Relations actively solicits advisors to introduce and service new investments. They cultivate relationships with advisors through various channels, including sales calls, conference calls, webinars, workshops, and seminars. For inquiries or to learn more about Broker Dealer Relations' services, you can reach them through email at [email protected].