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 has been SEC-registered since 2011. Ownership is reported as a mix of a domestic entity and an individual. FINTRX classifies the firm as unclassified rather than assigning it to a standard advisory segment. The record indicates limited public detail on the firm's business model or fee schedule. Boursa Investments is not identified as a capital allocator, and it does not report active ESG investing. It is not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser.
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 4Alejandra Bache
Chief Compliance OfficerCRD 5170457

Juan Mondragon
Chief Operating OfficerCRD 5079610
Jose Mondragon
President, CEOCRD 2521391
Contacts
3 of 4Carlos Fernando Villagomez
ChairmanCRD 5022389
Leovino Hernandez
DirectorCRD 5758783
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, 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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