Boursa Investments
Firm details
- Headquarters
- Chula Vista, California
- CRD number
- 152516
- Registered since
- February 8, 2011
- Website
- www.boursaia.com
Firm profile
FINTRXOverview
Boursa Investments is organized as a corporation and is SEC-registered with an initial filing date in 2011. Public records identify its ownership as a mix of a domestic entity and an individual, but the firm is listed under an "unclassified" business designation. The available profile also flags that the firm is not a capital allocator and is not identified as an active ESG investor, multi-state adviser, pension consultant, or a related adviser. The dataset does not include a description of Boursa Investments’ advisory activities, client segments, fee schedule, or investment process. That absence limits the ability to characterize how the firm positions its services or what types of mandates it pursues.
Assets & Accounts
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
3 of 4Jose Mondragon
President, CEOCRD 2521391

Juan Mondragon
Chief Operating OfficerCRD 5079610
Alejandra Bache
Chief Compliance OfficerCRD 5170457
Contacts
3 of 4Leovino Hernandez
DirectorCRD 5758783
Carlos Fernando Villagomez
ChairmanCRD 5022389
Jaime Mondragon
Financial ManagerCRD 5758779
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chula Vista, CA
San Diego
Location
Chula Vista, CA
Headquartered in Chula Vista, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 3130 Bonita Rd
- Time zone
- PT (UTC-8)
- Office locations
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