Semaphore Investments
Firm details
- Headquarters
- Irvine, California
- CRD number
- 124965
- Website
- semaphoreinvestments.com
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Michael Bienstock
Chief ExecutiveCRD 2234694
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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