BOURSA INVESTMENTS

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
CHULA VISTA, California
CRD number
152516
Registered since
February 8, 2011

Firm profile

FINTRX

Overview

Boursa Investments is a corporation that has been registered with the SEC since 2011. Public registration fields list ownership as a combination of a domestic entity and an individual and show the firm's regulatory classification as unclassified. The firm's registration indicates it does not serve as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Registration filings supplied here do not specify the firm's client types, fee schedule, advisory activities, or business lines, so material details about target clients and investment strategies are not publicly visible in this extract.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • ALEJANDRA BACHE

    Chief Compliance OfficerCRD 5170457

  • JUAN MONDRAGON

    Chief Operating OfficerCRD 5079610

  • JOSE MONDRAGON

    President, CEOCRD 2521391

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Contacts

3 of 4
  • CARLOS FERNANDO VILLAGOMEZ

    ChairmanCRD 5022389

  • LEOVINO HERNANDEZ

    DirectorCRD 5758783

  • JAIME MONDRAGON

    Financial ManagerCRD 5758779

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CHULA VISTA, CA

SAN DIEGO

Location

CHULA VISTA, CA

Headquartered in CHULA VISTA, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
3130 Bonita Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth