Semaphore Investments

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Advisory reps
1

Firm details

Headquarters
Irvine, California
CRD number
124965
Fee structure
Hourly Charges, Fixed Fees, Other
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Semaphore Investments is a small, privately owned corporate adviser that combines advisory services with brokerage and real estate activities. The firm is owned by an individual and describes its business mix as including registered representative work for a broker‑dealer, real estate brokerage, insurance brokerage, and accounting services. On the advisory side it offers financial planning and portfolio management geared toward individuals and small businesses. Semaphore does not present itself as a multi‑state adviser or an active ESG investor, and it is not identified as a capital allocator. Its fee approach for advisory engagements leans toward non‑asset‑based arrangements — hourly billing, fixed fees and other fee formats rather than percentage‑of‑assets charging.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Michael Bienstock

    Michael Bienstock

    Chief ExecutiveCRD 2234694

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Irvine, CA

Orange

Location

Irvine, CA

Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
112 Retreat
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth