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 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

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

3 of 4
  • Jose Mondragon

    President, CEOCRD 2521391

  • Juan Mondragon

    Juan Mondragon

    Chief Operating OfficerCRD 5079610

  • Alejandra Bache

    Chief Compliance OfficerCRD 5170457

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Contacts

3 of 4
  • Leovino Hernandez

    DirectorCRD 5758783

  • Carlos Fernando Villagomez

    ChairmanCRD 5022389

  • Jaime Mondragon

    Financial ManagerCRD 5758779

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth