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 operates as a corporation with a focus on providing financial planning services and portfolio management for individuals and small businesses. The firm engages in various business activities, including acting as a registered representative of a broker-dealer, real estate broker, insurance broker, and accountant. This diverse range of services allows Semaphore Investments to cater to a variety of client needs while maintaining a comprehensive approach to wealth management.

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

    Chief ExecutiveCRD 2234694

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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
16420 Bake Pkwy
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth