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 appears on SEC adviser records with an initial registration year of 2011. The FINTRX entry classifies ownership as a combination of a domestic entity and an individual and lists the firm as unclassified for other internal categories. The record contains minimal public detail about the firm’s advisory or business activities. The firm is not marked as an active ESG investor, is not flagged as a multi-state adviser, and is not listed as a pension consultant, related adviser, or capital allocator. Those flags, together with the sparse profile, make it difficult to infer a clear client focus or investment positioning from the available record.
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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