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AUM, raising capital 
or Investor Relations Services?
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About BFS Financial Inc.
BFS Financial Inc. offers the following services:

Wholesale Distribution Division:   We provide Wholesale Distribution services to increase AUM for Mutual Funds, Hedge Funds, Annuities, Life Insurance Products, and Reg. D - Private Placement Offerings.  We actively work with our large proprietary database (more than 71,000 contacts consisting of Financial Advisors in the RIA & Independent Broker Dealer channels.  We've raised AUM for the following Money Managers (either direct contracts or indirect contracts):  Fidelity Investments, Dreyfus Funds, Aegon, Transamerica, John Hancock, Hartman Real Estate, Mommoth Real Estate Group, Castle Arch Real Estate, The Royal Group (Real Estate), NetREIT, Wheat Capital Management & many others. 

Our Process:  In order to help you increase AUM or raise capital, we utilize a combination of email marketing, outbound phone calls, direct mail marketing, social media & in-person visits with the many contacts in our database as part of an on-going awareness campaign.  You can expect regular status reports regarding activity & potential investors.

Capital Markets Division:  We help our clients raise capital.  We have a large network of funding sources including family offices, crowdfunding platforms, private equity funds, hedge funds, pension plans & endowment funds, investment bankers, banks, & private money via High Net Worth individuals.  From start ups to established entities, we can help you raise capital. 

Investor Relations Division:  We help public & private companies raise awareness with Investors & Financial Advisors.  We utilize our proprietary database of more than 100,000 contacts consisting of Financial Advisors & High New Worth Investors.  We use a combination of email marketing campaigns, social media & electronic media to raise awareness for your company.

Due Diligence & Consultation Division:​  We offer due diligence & consultation services for Private Placement Offering sponsors.  We know what it takes to put together a successful offering that will raise capital in various distribution channels.  Contact us BEFORE you spend the money to draft a PPM (Private Placement Memorandum).  We have saved our clients TENS of THOUSANDS of dollars over the past 19 years.  Also, we perform on site due diligence inspections for commercial real estate and energy related capital raises (oil, gas, solar, etc.).


         For More Information, Email or Call us today - 813-417-0622   
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